Mauro D'amico
Mauro D'amico is a registered investment advisor at Brookstone Capital Management LLC, based in Glendale, CA, with 23 years of industry experience. Mauro 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
3430 Ocean View Blvd Ste E, Glendale, CA, 91208
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Regulatory History (1)
Customer Dispute
June 2007Other Business Activities
Mauro is the president of Mauro D'Amico Inc., where he prepares taxes and provides bookkeeping services, dedicating nearly full-time hours to this role. He is also an investment advisor representative (IAR) and owner of Coordinated Wealth Management, an RIA, and receives rental income.
Employment History
Current Registrations
Brookstone Capital Management LLC
Previous Registrations
Coordinated Wealth Management, LLC
Western International Securities
D'amico & Lowe, LLC
Western International Securities
Western International Securities, INC.Broker
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.Broker
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.