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Bernard Boucher

Brookstone Capital Management LLC
31 Years of Experience
Merrimack, NH
Sells Insurance
View SEC Summary
View SEC Summary

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 Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 54,845 clients with $13B in assets under management.

Brookstone Capital Management LLC
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
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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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.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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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 · 9 yrs 4 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 CORP
February 2007 - November 2009 · 2 yrs 9 mos
Money Concepts Capital CORPBroker
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.
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