Brian Kurtz
Brian Kurtz is a registered investment advisor at Brookstone Capital Management LLC, based in Troy, MI, with 21 years of industry experience. Brian 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
2041 E. Square Lake Road #100, Troy, MI, 48085
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Regulatory History (2)
Regulatory
August 1996Employment Separation After Allegations
August 1995Other Business ActivitiesSells Insurance
Brian is an insurance agent selling life and annuity insurance. This activity is insurance-related.
Employment History
Current Registrations
Brookstone Capital Management LLC
Previous Registrations
East - West Capital CorporationBroker
Twc Capital CORP.Broker
Mariner Financial Services, INC.Broker
Ifg Network Securities, INC.Broker
Planned Investments INC.Broker
First American National Securities, INC.Broker
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.