Carl Howe
Carl Howe is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Mckinney, TX, with 16 years of industry experience. Carl 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
5900 S Lake Forest Suite 300, Mckinney, TX, 75070
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Carl is an agent and investment advisor representative at Val-Trust Financial Group, LLC since 2009, focusing on insurance sales and services. This takes about three-quarters of his time, with about 30 hours per month during trading hours.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Ae Wealth Management, LLC
Eagle Financial Advisors, LLC
Brookstone Capital Management LLC
Horter Investment Management, LLC
Val-Trust Capital Partners, LLC
Puritan Investment Advisors, INC.
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.