Christopher Veal
Christopher Veal is a registered investment advisor at Brookstone Capital Management LLC, based in Wheaton, IL, with 16 years of industry experience. Christopher 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
1745 S. Naperville Road, Suite 200, Wheaton, IL, 60189
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2011Other Business ActivitiesSells Insurance
Christopher is an independent insurance agent since 2003, selling primarily annuities and life insurance products, and providing employee benefits consulting, dedicating a few hours per week. He is also an insurance agent for J.D. Mellberg Financial, LLC since 2016, focusing on annuities and life insurance, and employee benefits consulting services, spending about 10-20% of his time on this.
Employment History
Current Registrations
Brookstone Capital Management LLC
Previous Registrations
Secure Investment Management, LLC
Investment Advisors CORP
America's Retirement Planning Partners LLC
New England Securities Corporation
State Registrations1 state
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.