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Todd Schossow

28 Years of Experience
Wheaton, IL

Todd Schossow is a registered investment advisor at Brookstone Capital Management LLC, based in Wheaton, IL, with 28 years of industry experience. Todd 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
324 advisors
Number of Clients
54,545 clients
Average Client Portfolio
$191K average
Assets Under Management
$10.4B

Fee Structure

Minimum Investment:$5K

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.

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Location

1745 S. Naperville Road, Suite 200, Wheaton, IL, 60189

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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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Employment History
Current Registrations
Brookstone Capital Management LLC
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Northern Trust Securities, INC
April 2015 - February 2021 · 5 yrs 10 mos
Northern Trust Securities, INC.Broker
September 2009 - February 2021 · 11 yrs 5 mos
Nexgen Capital Investors, LLC
August 2009 - October 2009 · 2 mos
Advanced Equities, INC.Broker
April 2008 - November 2008 · 7 mos
Advanced Equities, INC.
April 2008 - November 2008 · 7 mos
RBC Capital Markets Corporation
September 2005 - April 2008 · 2 yrs 7 mos
RBC Capital Markets CorporationBroker
April 2004 - April 2008 · 4 yrs
Lasalle St Securities, L.L.C.Broker
March 1998 - April 2004 · 6 yrs 1 mo
Chicago Partnership Board, INC.Broker
August 1996 - March 1998 · 1 yr 7 mos
State Registrations1 state
IL
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.
Todd Schossow - Financial Advisor | TrueAdvisor