James Winther
James Winther is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Waxhaw, NC, with 22 years of industry experience. James 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
Waxhaw, NC
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2016Customer Dispute
June 2005Other Business ActivitiesSells Insurance
James is an insurance agent at Winther Asset Management, offering various insurance products since 2010, dedicating about 10-20% of his time. He is also the CEO of Atlas NexGen Group, creating residential housing for low-income residents, and an advisor with Brookstone Capital Management.
Employment History
Current Registrations
Brookstone Capital Management LLC
Brookstone Wealth Advisors, LLC
Previous Registrations
World Equity Group, INC.Broker
Ibn Financial Services, INC.Broker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Coastal Investment Advisors
Coastal Equities, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Aig Retirement Advisors, INC.Broker
Ifmg Securities, INC.Broker
Wachovia Securities, INC.Broker
Wachovia Securities, INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.