BG
BG

Bonnie Griffith

18 Years of Experience
Glen Carbon, IL
1 DisclosureSells Insurance

Bonnie Griffith is a registered investment advisor at Brookstone Capital Management LLC, based in Glen Carbon, IL, with 18 years of industry experience. Bonnie 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
335 advisors
Number of Clients
54,845 clients
Average Client Portfolio
$232K average
Assets Under Management
$12.8B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

Glen Carbon, IL

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
January 2005
Final
Other Business ActivitiesSells Insurance

Bonnie is an independent contractor in the insurance industry, holding health and life licenses in Illinois and Missouri. She is an agent with Advisors Excell for annuity and life insurance business.

Employment History
Current Registrations
Brookstone Capital Management LLC
March 2008 - Present · 18 yrs 7 mos
State Registrations2 states
ILMO
Advisor

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
No exam information available for this advisor.
More Advisors