John Conley
John Conley is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Newton, MA, with 11 years of industry experience. John 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
189 Wells Ave., Newton, MA, 02459
Get directionsHistory
Regulatory History (1)
Judgment / Lien
February 1997Other Business ActivitiesSells Insurance
John is an agent at Rubino & Liang Wealth Partners, offering insurance products and investment advisory services since 2019. This activity is nearly full-time and occurs during securities trading hours.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
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.