Willis Heslep
Willis Heslep is a registered investment advisor at Brookstone Capital Management LLC, based in Charlotte, NC, with 14 years of industry experience. Willis 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
9635 Southern Pine Blvd, Suite 113, Charlotte, NC, 28273
Get directionsHistory
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
Willis owns Heslep Tax & Retirement Planning, where he offers tax preparation and planning services, dedicating full-time hours to it. He also owns Heslep Wealth Advisors, offering insurance products and investment advisory services, which takes about a quarter of his time.
Employment History
Current Registrations
Brookstone Capital Management LLC
Brookstone Wealth Advisors, LLC
Previous Registrations
Formula Folio Investments
Cpr Investments INC
Alphastar Capital Management, LLC
Redhawk Wealth Advisors, INC.
R.M. Stark & CO., INC.Broker
Hd Vest Investment ServicesBroker
World Group Securities, INC.Broker
Wma Securities, INC.Broker
Usallianz Securities, INC.Broker
Pruco Securities CorporationBroker
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.