Lori Wagner
Lori Wagner is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Lodi, CA, with 16 years of industry experience. Lori 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
Lodi, CA
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2011Other Business ActivitiesSells Insurance
Since 2009, Lori has been an owner selling insurance and Medicare products through various agencies, dedicating about half of her time to this activity. She also serves as treasurer for the Children's Home of Stockton, a non-profit, spending a few hours per week on financial tasks.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Hbw Advisory Services 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.