Bart Newman
Bart Newman is a registered investment advisor at Brookstone Capital Management LLC, based in Wheaton, IL, with 8 years of industry experience. Bart 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
1745 S. Naperville Road, Suite 200, Wheaton, IL, 60189
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2012Regulatory
July 2008Other Business ActivitiesSells Insurance
Bart is an independent insurance agent selling life insurance, long-term care, and annuities since 2004. This takes about a quarter of his time.
Employment History
Current Registrations
Brookstone Capital Management LLC
Previous Registrations
Iams Wealth Management, LLC
Secure Investment Management, LLC
Specialized Advisors
Redhawk Wealth Advisors, INC.
Pavek Investments 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.