Charles Winfrey
Charles Winfrey is a registered investment advisor at Brookstone Capital Management LLC, based in Wheaton, IL, with 10 years of industry experience. Charles 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
1745 S. Naperville Road, Suite 200, Wheaton, IL, 60189
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.