David Harper is a registered investment advisor at Brookstone Capital Management LLC, based in Wheaton, IL, with 17 years of industry experience. David 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. Their firm serves 54,545 clients with $10B in assets under management.
Brookstone Capital Management's investment management fees are negotiable, up to a maximum of 2.5% annually. The fee includes a portion for BCM (up to 0.95%) and a portion for the investment advisor representative (up to 1.55%). The exact fee is outlined in your agreement. BCM offers its asset management program as a wrap fee program at Schwab, which bundles advisory and transaction fees into a single fee. At Fidelity, clients are part of a non-wrap fee program and may be charged transaction fees. All accounts are charged a monthly $8 fee for software, reduced for accounts under $8,000.
1745 S. Naperville Road, Suite 200, Wheaton, IL, 60189
Get directionsDavid is a licensed insurance agent selling insurance and annuity products, dedicating nearly full-time hours to this activity. He also owns and manages apartment complexes, spending a few hours per week on this non-investment related activity.
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