Frank Kapitza is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Fairfield, NJ, with 25 years of industry experience. Frank 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
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
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.
Location
277 Fairfield Road, Suite 332, Fairfield, NJ, 07004
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Frank is the president of Frank Kapitza & Associates LLC, an accounting business, dedicating about a quarter of his time. He also works as a mortgage loan originator, helping clients obtain mortgages and refinancing.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Paramount Financial
World Advisory Services
World Investments, INC.Broker
MML Investors Services, INC.Broker
World Group Securities, INC.Broker
C.J.M. Asset Management, LLC
C. J. M. Planning CORP.Broker
1st Global Capital CORP.Broker
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.