Bryan Rich
Bryan Rich is a registered investment advisor at Brookstone Capital Management LLC, based in Roanoke, VA, with 20 years of industry experience. Bryan 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 6 more. Their firm serves 54,845 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Total annual fee can be up to 2.50%, consisting of up to 0.95% for Brookstone Capital Management and up to 1.55% for the individual advisor. Fees are negotiable.
Fee Estimator
Location
2302 colonial ave, suite b, Roanoke, VA, 24015
Get directionsHistory
Regulatory History (1)
Regulatory
October 2001Other Business ActivitiesSells Insurance
Bryan is the President of Secure Financial Group, Inc., an insurance and annuities business, dedicating nearly full-time hours to insurance marketing and consulting on gold/silver purchases. He is also a managing member of New Chapter Enterprise, LLC, a vacation rental business, spending a few hours per week on it.
Employment History
Current Registrations
Brookstone Capital Management LLC
Previous Registrations
Horter Investment Management, LLC
Redhawk Wealth Advisors, INC.
Horter Investment Management, LLC
National Planning CorporationBroker
State Registrations2 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.
Exams
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