TG
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Trenton Grens

20 Years of Experience
Wheaton, IL
3 Disclosures

Trenton Grens is a registered investment advisor at Brookstone Capital Management LLC, based in Wheaton, IL, with 20 years of industry experience. Trenton 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 54,845 clients with $13B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
335 advisors
Number of Clients
54,845 clients
Average Client Portfolio
$232K average
Assets Under Management
$12.8B

Fee Structure

Minimum Investment:$5K

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.

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Location

1745 S. Naperville Road, Suite 200, Wheaton, IL, 60189

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History

Regulatory History (3)
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Criminal
January 2006
Final Disposition
Employment Separation After Allegations
June 1994
Criminal
March 1990
Final Disposition
Employment History
Current Registrations
Brookstone Capital Management LLC
April 2026 - Present · 6 mos
Previous Registrations
Assetmark, INC.
June 2022 - September 2024 · 2 yrs 3 mos
Assetmark Brokerage, LLCBroker
June 2022 - September 2024 · 2 yrs 3 mos
Northern Lights Distributors, LLCBroker
November 2016 - February 2021 · 4 yrs 3 mos
Astor Investment Management LLC
October 2015 - February 2021 · 5 yrs 4 mos
Allstate Financial Services, LLCBroker
June 2014 - June 2015 · 1 yr
Cco Investment Services CORP.Broker
December 2005 - April 2006 · 4 mos
Charter One Securities, INC.Broker
April 2005 - December 2005 · 8 mos
Banc One Securities Corporation
October 2000 - March 2005 · 4 yrs 5 mos
Banc One Securities CorporationBroker
February 1999 - March 2005 · 6 yrs 1 mo
First Chicago Nbd Investment Services, INC.Broker
February 1997 - February 1999 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1995 - December 1996 · 1 yr 9 mos
Olde Discount CorporationBroker
April 1994 - June 1994 · 2 mos
State Registrations1 state
IL
Advisor

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Exams
No exam information available for this advisor.
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