David Bryant
David Bryant is a registered investment advisor at Brookstone Capital Management LLC, based in Atlanta, GA, with 16 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
3414 Peachtree Road, #250, Atlanta, GA, 30326
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2015Other Business ActivitiesSells Insurance
David is a partner and managing member of Patriot Capital, LLC, an entity established for non-advisory business income, leases, etc., dedicating about 10-20% of his time. He is also an independent insurance agent selling non-registered insurance and annuity products, dedicating about a quarter of his time.
Employment History
Current Registrations
Brookstone Capital Management LLC
Previous Registrations
Patriot Investors
State Registrations2 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.