Donald Traugott
Donald Traugott is a registered investment advisor at Brookstone Capital Management LLC, based in Spring, TX, with 21 years of industry experience. Donald 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 6 more. Their firm serves 54,845 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Total annual fee can be up to 2.50%, consisting of up to 0.95% for Brookstone Capital Management and up to 1.55% for the individual advisor. Fees are negotiable.
Fee Estimator
Location
27303 Siandra Creek Ln., Spring, TX, 77382
Get directionsHistory
Regulatory History (4)
Customer Dispute
May 2015Customer Dispute
November 2009Customer Dispute
January 2006Customer Dispute
June 2003Other Business ActivitiesSells Insurance
Donald is involved in fixed insurance sales.
Employment History
Current Registrations
Brookstone Capital Management LLC
Previous Registrations
AXA Advisors, LLC
Capital Financial Services, INC.
Geneos Wealth Management, INC.
Thrivent Investment Management INC.
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.
Exams
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