Michael Mcghee
Michael Mcghee is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Rodeo, CA, with 27 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
Rodeo, CA
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2011Criminal
November 1987Other Business Activities
Michael is involved in real estate development. This activity is not investment-related.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Prostatis Financial Advisors Group
Missionsquare Retirement
Missionsquare Investment ServicesBroker
MML Distributors, LLCBroker
Hartford Securities Distribution Company, INC.Broker
Hartford Equity Sales Company INC.Broker
Benefitscorp Equities, INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife 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.