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Mauro D'amico

Brookstone Capital Management LLC
24 Years of Experience
Glendale, CA
1 Disclosure
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Mauro D'amico is a registered investment advisor at Brookstone Capital Management LLC, based in Glendale, CA, with 24 years of industry experience. Mauro 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.

Brookstone Capital Management LLC
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
—
View Full SEC Brochure

Location

3430 Ocean View Blvd Ste E, Glendale, CA, 91208

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2007
Settled
View Full SEC ReportHow to Read Disclosures
Other 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
January 2018 - Present · 8 yrs 9 mos
Previous Registrations
Coordinated Wealth Management, LLC
May 2015 - November 2015 · 6 mos
Western International Securities
July 2007 - January 2018 · 10 yrs 6 mos
D'amico & Lowe, LLC
January 2007 - January 2008 · 1 yr
Western International Securities
November 2006 - May 2007 · 6 mos
Western International Securities, INC.Broker
January 2006 - January 2018 · 12 yrs
Aig Financial Advisors, INC.Broker
October 2005 - December 2005 · 2 mos
Sunamerica Securities, INC.Broker
June 2002 - October 2005 · 3 yrs 4 mos
State Registrations3 states
AZCANV
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.
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Mauro D'amico - Financial Advisor | TrueAdvisor