Charles Winfrey
Charles Winfrey is a registered investment advisor at Brookstone Capital Management LLC, based in Brentwood, TN, with 11 years of industry experience. Charles 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
783 Old Hickory Blvd, Suite 365, Brentwood, TN, 37027
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2010Other Business ActivitiesSells Insurance
Charles works as an insurance agent for The Rollover Company Inc, selling fixed index annuities, disability, health, life, and long-term care insurance products. This takes a few hours per week, with the same amount of time spent during securities trading hours.
Employment History
Current Registrations
Brookstone Capital Management LLC
State Registrations3 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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