Diane Brewer
Diane Brewer is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Laguna Hills, CA, with 15 years of industry experience. Diane 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
23046 Avenida De La Carlota, #644, Laguna Hills, CA, 92653
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Diane is the President/Owner of Abundance Asset Management Group, Inc., where she focuses on fixed insurance sales, dedicating about half her time. She also serves as CFO for Green Power 4 All Inc., handling financial oversight and strategic planning, which takes a few hours per week.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Virtue Capital Management, LLC
Sowell Management Services
Partnervest Advisory Services LLC
First American National Investment Advisors, LLC
Brokers International Financial Services, LLC
Renown Wealth Advisors, LLC
Ridgeway Conger Advisory Services
Horter Investment Management, LLC
USA Wealth Management LLC
State Registrations4 states
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.