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GL
CFP · ChFC
GL
CFP · ChFC

Gary Loduca

Brookstone Wealth Advisors, LLC
16 Years of Experience
Melbourne Beach, FL
Sells Insurance
View SEC Summary
View SEC Summary

Gary Loduca is a CFP, ChFC-designated registered investment advisor at Brookstone Wealth Advisors, LLC, based in Melbourne Beach, FL, with 16 years of industry experience. Gary 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 5 more.

Brookstone Wealth Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
241 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Total advisory fee will not exceed 2.5% annually and is negotiable based on assets, investments, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

504 Ocean Ave, Unit 510417, Melbourne Beach, FL, 32951

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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

Gary is a 1099 contractor providing ID protection services, owner of Patriot Taxes, and owner of Thoughtful Wealth Management, where he provides life, LTC, fixed & indexed annuities and investment advisory services. He also works as a contractor for KBKG providing tax/accounting services and EP Navigator providing outsourced estate planning.

Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Horter Investment Management, LLC
March 2015 - March 2017 · 2 yrs
USAA Financial Planning Services
May 2012 - February 2015 · 2 yrs 9 mos
H.D. Vest Advisory Services, INC
April 2011 - April 2012 · 1 yr
H.D. Vest Advisory Services, INC
March 2011 - March 2011 · 0 mos
1st Global Advisors INC
April 2010 - February 2011 · 10 mos
State Registrations1 state
FL
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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