Michael Kalisch is a CFP-designated registered investment advisor at Brookstone Wealth Advisors, LLC, based in Boca Raton, FL, with 23 years of industry experience. Michael 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
BWA provides investment management services through the BCM Platform or BCM wrap-fee program. Fees for these programs are disclosed in BCM's brochure and offering materials. BWA can negotiate its portion of the total fee, but the total advisory fee will not exceed 2.5% annually. The fees are based on a percentage of the value of your portfolio. The fees are negotiable depending on the amount you invest and the complexity of your financial situation.
Location
5550 Glades Road, Suite 500, Boca Raton, FL, 33431
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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.
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Michael works at Kalisch Wealth providing investment advisory and financial planning services, dedicating nearly full-time hours to this role. He also provides consulting and mentorship to financial advisors, spending minimal time on this activity.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Independent Financial Partners
LPL Financial LLC
LPL Financial LLCBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations4 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.