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 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
2302 colonial ave, suite b, Roanoke, VA, 24015
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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.