RA
CFP
RA
CFP

Radames Abreu

3 Years of Experience
Palmetto Bay, FL
Sells Insurance

Radames Abreu is a CFP-designated registered investment advisor at Brookstone Capital Management LLC, based in Palmetto Bay, FL, with 3 years of industry experience. Radames 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
335 advisors
Number of Clients
54,845 clients
Average Client Portfolio
$232K average
Assets Under Management
$12.8B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

Palmetto Bay, FL

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Radames is the president and agent at Forte Insurance Professionals Associates, an insurance agency, dedicating about half his time to operations management and sales. He also works as a business consultant and advisor, spending minimal time on this activity.

Employment History
Current Registrations
Brookstone Capital Management LLC
January 2023 - Present · 3 yrs 9 mos
State Registrations1 state
FL
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.
More Advisors