Wesley Burdette
Wesley Burdette is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Naples, FL, with 10 years of industry experience. Wesley 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
5811 Pelican Bay Blvd, Suite #206, Naples, FL, 34108
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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
Wesley is the founder, owner, and a financial advisor at Prudent Financial Services, LLC, where he sells insurance. This takes about half of Wesley's time overall and a little over a third of his time during trading hours. Wesley also owns and hosts a podcast about food and travel and is a market partner for Monat Global Corp, promoting hair, skin, and vitamin products.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Impact Partnership Wealth, LLC
Ae Wealth Management, LLC
Madison Avenue Securities, LLC
Grace Capital Management, LLC
State Registrations1 state
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.