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CFP
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CFP

Robert Courser

Brookstone Capital Management LLC
31 Years of Experience
Grand Rapids, MI
1 DisclosureSells Insurance
View SEC Summary
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Robert Courser is a CFP-designated registered investment advisor at Brookstone Capital Management LLC, based in Grand Rapids, MI, with 31 years of industry experience. Robert 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
—
View Full SEC Brochure

Location

2900 Charlevoix Dr SE, Ste 310, Grand Rapids, MI, 49546

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History

Regulatory History (1)
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Customer Dispute
August 2021
Pending
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Robert works as a financial advisor with Ron Courser & Associates, selling fixed insurance and securities products, dedicating about a quarter of his time to this and nearly full-time to investment-related activities. He is also an investment advisor representative with Kalos Management, spending about a quarter of his time in this role.

Employment History
Current Registrations
Brookstone Capital Management LLC
January 2020 - Present · 6 yrs 9 mos
Previous Registrations
Kalos Capital, INC.Broker
February 2008 - January 2020 · 11 yrs 11 mos
Kalos Management
February 2008 - January 2020 · 11 yrs 11 mos
Intervest International, INC.
March 2006 - February 2008 · 1 yr 11 mos
Intervest International Equities CorporationBroker
March 2006 - February 2008 · 1 yr 11 mos
Questar Capital CorporationBroker
March 2006 - March 2006 · 0 mos
Intervest International, INC.
April 2003 - March 2006 · 2 yrs 11 mos
Intervest International Equities CorporationBroker
April 2003 - March 2006 · 2 yrs 11 mos
Park Avenue Securities LLCBroker
May 1999 - April 2003 · 3 yrs 11 mos
Park Avenue Securities LLC
May 1999 - April 2003 · 3 yrs 11 mos
Guardian Investor Services CorporationBroker
October 1994 - May 1999 · 4 yrs 7 mos
State Registrations7 states
CAFLILLAMINCOK
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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