RK
RK

Raymond Kondler

24 Years of Experience
Las Vegas, NV
Sells Insurance

Raymond Kondler is a registered investment advisor at Brookstone Capital Management LLC, based in Las Vegas, NV, with 24 years of industry experience. Raymond 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
324 advisors
Number of Clients
54,545 clients
Average Client Portfolio
$191K average
Assets Under Management
$10.4B

Fee Structure

Minimum Investment:$5K

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.

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Location

8475 W Sunset Rd, Suite 201, Las Vegas, NV, 89113

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Raymond is a CPA tax practice owner/operator, spending nearly all of his time preparing tax returns. He is also affiliated with The Kondler Financial Group and Kondler, Chavez & Koch CPAs, and owns two rental properties.

Employment History
Current Registrations
Brookstone Capital Management LLC
January 2019 - Present · 7 yrs 8 mos
Previous Registrations
Private Portfolio Partners, LLC
March 2016 - August 2018 · 2 yrs 5 mos
Insight Private Advisors, LLC
January 2015 - May 2016 · 1 yr 4 mos
LPL Financial LLC
July 2009 - May 2018 · 8 yrs 10 mos
LPL Financial LLCBroker
April 2007 - August 2018 · 11 yrs 4 mos
Royal Alliance Associates, INC.Broker
March 2007 - March 2007 · 0 mos
Metropolitan Life Insurance CompanyBroker
June 2003 - March 2007 · 3 yrs 9 mos
Metlife Securities INC.Broker
June 2003 - March 2007 · 3 yrs 9 mos
AXA Advisors, LLCBroker
November 2000 - June 2003 · 2 yrs 7 mos
State Registrations2 states
NJNV
Advisor

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
No exam information available for this advisor.