Robert Quittner
Robert Quittner is a CFP-designated registered investment advisor at Brookstone Capital Management LLC, based in Horsham, PA, with 21 years of industry experience. Robert 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
555 Business Center Drive, Suite 101, Horsham, PA, 19044
Get directionsHistory
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
Robert is an insurance agent for multiple insurance groups, offering traditional fixed life insurance. He also co-owns Brooks-Quittner Employee Benefits & Planning Group, Inc. (Vesta Insurance Inc.) where he offers accident, health, disability, long-term care, and traditional life insurance, dedicating about 10-20% of his time to each insurance group and less than half of his time to Brooks-Quittner.
Employment History
Current Registrations
Brookstone Capital Management LLC
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
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.
Exams
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