RG
ChFC
RG
ChFC

Russell Game

35 Years of Experience
Iron Mountain, MI
Sells Insurance

Russell Game is a ChFC-designated registered investment advisor at Brookstone Capital Management LLC, based in Iron Mountain, MI, with 35 years of industry experience. Russell 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.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
324 advisors
Number of Clients
54,545 clients
Average Client Portfolio
$191K average
Assets Under Management
$10.4B

Fee Structure

Minimum Investment:$5K

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.

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Location

116 W. A street, Suite 1, Iron Mountain, MI, 49801

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Russell is the owner and president of Game & Associates Financial Services, Inc., where he sells all insurance products including fixed annuities, dedicating about half of his time. He also works as an advisor for BofI, spending minimal time per month.

Employment History
Current Registrations
Brookstone Capital Management LLC
April 2017 - Present · 9 yrs 1 mo
Previous Registrations
Center Street Advisors, INC.
March 2016 - May 2017 · 1 yr 2 mos
Center Street Securities, INC.Broker
May 2011 - May 2017 · 6 yrs
Brookstone Capital Management LLC
May 2011 - March 2016 · 4 yrs 10 mos
Planmember Securities Corporation
January 2010 - April 2011 · 1 yr 3 mos
Planmember Securities CorporationBroker
September 2008 - April 2011 · 2 yrs 7 mos
Planmember Securities Corporation
September 2008 - January 2010 · 1 yr 4 mos
Ameritas Investment CORP.Broker
December 2007 - September 2008 · 9 mos
Kalos Management
June 2005 - December 2007 · 2 yrs 6 mos
Kalos Capital, INC.Broker
August 2004 - December 2007 · 3 yrs 4 mos
Walnut Street Securities, INC.Broker
May 2003 - August 2004 · 1 yr 3 mos
Thrivent Investment Management INC.
October 2002 - May 2003 · 7 mos
Thrivent Investment Management INC.Broker
July 2002 - May 2003 · 10 mos
Lutheran Brotherhood Securities CORP.Broker
May 1997 - July 2002 · 5 yrs 2 mos
Lincoln Benefit Financial Services, INC.Broker
January 1997 - April 1997 · 3 mos
Lutheran Brotherhood Securities CORP.Broker
June 1990 - October 1996 · 6 yrs 4 mos
State Registrations4 states
COILMIWI
Advisor

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.

Exams
No exam information available for this advisor.