Alan Smith
Alan Smith is a ChFC-designated registered investment advisor at Brookstone Wealth Advisors, LLC, based in Littleton, CO, with 9 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
BWA provides investment management services through the BCM Platform or BCM wrap-fee program. Fees for these programs are disclosed in BCM's brochure and offering materials. BWA can negotiate its portion of the total fee, but the total advisory fee will not exceed 2.5% annually. The fees are based on a percentage of the value of your portfolio. The fees are negotiable depending on the amount you invest and the complexity of your financial situation.
Location
Littleton, CO
Get directionsHistory
Regulatory History (1)
Judgment / Lien
September 2016Other Business ActivitiesSells Insurance
Alan is the owner and agent of Golden Eagle Financial LTD, a property casualty, life, and health insurance agency, since 2002. This requires about half of Alan's time.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Foundations Investment Advisors LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.