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Michael Mcghee
27 Years of Experience
Rodeo, CA
2 Disclosures
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 Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
242 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Total advisory fee will not exceed 2.5% annually and is negotiable based on assets, investments, and complexity.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Rodeo, CA
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2011Denied
Criminal
November 1987Final Disposition
Other Business Activities
Michael is involved in real estate development. This activity is not investment-related.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Prostatis Financial Advisors Group
March 2024 - September 2024 · 6 mos
Missionsquare Retirement
July 2015 - March 2023 · 7 yrs 8 mos
Missionsquare Investment ServicesBroker
May 2014 - March 2023 · 8 yrs 10 mos
MML Distributors, LLCBroker
January 2013 - April 2014 · 1 yr 3 mos
Hartford Securities Distribution Company, INC.Broker
January 2009 - January 2013 · 4 yrs
Hartford Equity Sales Company INC.Broker
June 2003 - January 2009 · 5 yrs 7 mos
Benefitscorp Equities, INC.Broker
August 1998 - June 2003 · 4 yrs 10 mos
Metropolitan Life Insurance CompanyBroker
May 1994 - November 1995 · 1 yr 6 mos
Metlife Securities INC.Broker
May 1994 - November 1995 · 1 yr 6 mos
State Registrations1 state
CA
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.