Joseph Okros
Joseph Okros is a registered investment advisor at Brookstone Capital Management LLC, based in Wheaton, IL, with 14 years of industry experience. Joseph 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
1745 S. Naperville Road, Suite 200, Wheaton, IL, 60189
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
Joseph is an insurance agent selling traditional life insurance, disability insurance, long-term care insurance, fixed and equity indexed annuities, and investment advisory services since 2012. This work takes up nearly all of Joseph's time, including full-time hours during trading hours.
Employment History
Current Registrations
Brookstone Capital Management LLC
Previous Registrations
Lincoln Financial Advisors Corporation
Signator Investors, INC.
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.