Michael Mcgregor
Michael Mcgregor is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Castle Rock, CO, with 26 years of industry experience. Michael 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
757 Maleta Lane, Suite 204, Castle Rock, CO, 80108
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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
Michael owns McGregor Wealth Management, offering insurance products and investment advisory services, dedicating about 10-20% of his time. He also owns McGregor Tax Advisory, providing tax preparation services, dedicating a few hours per week, and is an educator and chapter president for American Financial Education Alliance, teaching financial education classes, dedicating a few hours per week.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Prosperity Capital Advisors
NFP Advisor Services, LLC
Wilbanks Securities Advisory
Stephen Douglas Investment Advisory, INC.
North Coast Money Management
Capital Investment Management
State Registrations3 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.