Anson Mcdaniel
Anson Mcdaniel is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Morrison, CO, with 22 years of industry experience. Anson 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 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Total advisory fee will not exceed 2.5% annually and is negotiable based on assets, investments, and complexity.
Fee Estimator
Location
Morrison, CO
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anson owns Double Honor Benefits Insurance Services, offering life insurance and annuities, and dedicates about 10-20% of his time to it. He is also a principal at One Digital Health Benefits, generating new clients for employer-sponsored insurance group benefits, which takes nearly full-time hours.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Retirement Wealth Advisors, INC.
Double Honor Financial, INC.
Strongtower Financial, INC.
Planmember Securities Corporation
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.
Exams
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