BB
BB

Bernard Boucher

31 Years of Experience
Merrimack, NH
Sells Insurance

Bernard Boucher is a registered investment advisor at Brookstone Capital Management LLC, based in Merrimack, NH, with 31 years of industry experience. Bernard 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
324 advisors
Number of Clients
54,545 clients
Average Client Portfolio
$191K average
Assets Under Management
$10.4B

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

636 Daniel Webster Highway, Merrimack, NH, 03054

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Bernard owns a tax preparation business since 1991, dedicating about half of his time. He is also a representative for GamePlan Financial, a field marketing organization for fixed annuities.

Employment History
Current Registrations
Brookstone Capital Management LLC
June 2017 - Present · 8 yrs 10 mos
Previous Registrations
Kalos Capital, INC.Broker
November 2009 - June 2017 · 7 yrs 7 mos
Kalos Management
November 2009 - June 2017 · 7 yrs 7 mos
Money Concepts Capital CORPBroker
February 2007 - November 2009 · 2 yrs 9 mos
Money Concepts Capital CORP
February 2007 - November 2009 · 2 yrs 9 mos
1st Global Capital CORP.Broker
December 2006 - March 2007 · 3 mos
1st Global Advisors INC
December 2006 - March 2007 · 3 mos
Money Concepts Capital CORP
May 2002 - December 2006 · 4 yrs 7 mos
Money Concepts Capital CORP
February 1998 - April 2002 · 4 yrs 2 mos
Money Concepts Capital CORPBroker
November 1996 - December 2006 · 10 yrs 1 mo
Money Concepts Capital CORPBroker
October 1996 - November 1996 · 1 mo
H.D. Vest Investment Securities, INC.Broker
December 1994 - October 1996 · 1 yr 10 mos
State Registrations2 states
FLNH
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.