William Scott
William Scott is a registered investment advisor at Brookstone Capital Management LLC, based in Brentwood, TN, with 14 years of industry experience. William 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
7112 Crossroads Blvd., Suite 101, Brentwood, TN, 37027
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2017Other Business ActivitiesSells Insurance
William sells insurance and is a member of Heritage Ventures LLC, which builds, purchases, and holds properties for a family real estate investment portfolio. His involvement with Heritage Ventures takes a few hours per week.
Employment History
Current Registrations
Brookstone Capital Management LLC
Previous Registrations
First American National Investment Advisors, LLC
Cherry Investment Advisors, LTD.
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.