Erick Arnett
Erick Arnett is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Brooksville, FL, with 18 years of industry experience. Erick 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
801 Broad Street, Brooksville, FL, 34601
Get directionsHistory
Regulatory History (2)
Regulatory
February 2017Customer Dispute
August 2010Other Business ActivitiesSells Insurance
Erick is a managing member of Gallantry Development Group, Inc., dedicating about a quarter of his time to building and selling homes. He also owns Take Point Wealth Management, where he offers investment advisory services, insurance products, and tax preparation, dedicating nearly full-time hours to this.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Triumph Wealth Advisors, INC.
Taylor Capital Management INC.Broker
Dalton Strategic Investment Services INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
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.