David Blickhan
David Blickhan is a registered investment advisor at Brookstone Capital Management LLC, based in Gladstone, MO, with 18 years of industry experience. David 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
100 NW Englewood Rd, Suite 120, Gladstone, MO, 64118
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Regulatory History (1)
Employment Separation After Allegations
February 2007Other Business ActivitiesSells Insurance
David sells fixed insurance and equity indexed annuities. He is also the volunteer president of the board of directors for Cath.Fam. CU and is involved with JC Grason of Kansas City Inc.
Employment History
Current Registrations
Brookstone Capital Management LLC
State Registrations3 states
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.