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Brian Ditton

13 Years of Experience
Littleton, CO
Sells Insurance

Brian Ditton is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Littleton, CO, with 13 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.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
245 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$25K

BWA provides investment management services through the BCM Platform or BCM wrap-fee program. Fees for these programs are disclosed in BCM's brochure and offering materials. BWA can negotiate its portion of the total fee, but the total advisory fee will not exceed 2.5% annually. The fees are based on a percentage of the value of your portfolio. The fees are negotiable depending on the amount you invest and the complexity of your financial situation.

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Location

Littleton, CO

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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

Brian owns Legacy Insurance and Financial Group, dedicating a full-time commitment to advisory business and insurance sales since 1995. Brian also owns rental property, spending minimal time on it since 2020.

Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
May 2014 - Present · 12 yrs
Previous Registrations
Global Financial Private Capital, LLC
October 2012 - May 2014 · 1 yr 7 mos
State Registrations1 state
CO
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.