Brian Jones
Brian Jones is a registered investment advisor at Brookstone Capital Management LLC, based in Cave Creek, AZ, with 26 years of industry experience. Brian 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
Cave Creek, AZ
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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
Brian is a chief consultant for Black Mountain Business Consultants, spending about 10-20% of his time helping physicians transition to concierge medicine. He also owns Common Sense Financial Strategies, selling various insurance products, dedicating about a quarter of his time to this activity, and is a scuba/CPR/first aid instructor, spending minimal time on this.
Employment History
Current Registrations
Brookstone Capital Management LLC
Previous Registrations
Brokers Financial
Brokers International Financial Services, LLC.Broker
Packerland Brokerage Services, INC.Broker
Packerland Brokerage Services, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
Brookstone Capital Management LLC
Center Street Advisors, INC.
Center Street Securities, INC.Broker
Brookstone Capital Management LLC
Center Street Securities, INC.Broker
Ing Financial Partners, INC.Broker
The Leaders Group, INC.Broker
The Leaders Group, INC.Broker
PFS Investments INC.Broker
State Registrations4 states
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.