CM
CM

Christopher Mcintire

18 Years of Experience
Perrysburg, OH
Sells Insurance

Christopher Mcintire is a registered investment advisor at Brookstone Capital Management LLC, based in Perrysburg, OH, with 18 years of industry experience. Christopher 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
324 advisors
Number of Clients
54,545 clients
Average Client Portfolio
$191K average
Assets Under Management
$10.4B

Fee Structure

Minimum Investment:$5K

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.

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Location

900 WS Boundary Street, 3A, Perrysburg, OH, 43551

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Christopher is a financial advisor at McIntire Retirement Services, focusing on financial and retirement planning, working significantly more than full-time. He is also an insurance agent/independent contractor selling life and health insurance products.

Employment History
Current Registrations
Brookstone Capital Management LLC
November 2015 - Present · 10 yrs 6 mos
Previous Registrations
Brookstone Capital Management LLC
January 2013 - October 2013 · 9 mos
Horter Investment Management, LLC
November 2007 - November 2015 · 8 yrs
Kalos Management
October 2007 - October 2007 · 0 mos
State Registrations1 state
OH
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.