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Nathan Garnett

9 Years of Experience
Arden, NC
Sells Insurance

Nathan Garnett is a registered investment advisor at Brookstone Capital Management LLC, based in Arden, NC, with 9 years of industry experience. Nathan 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
324 advisors
Number of Clients
54,545 clients
Average Client Portfolio
$191K average
Assets Under Management
$10.4B

Fee Structure

Minimum Investment:$5K

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.

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Location

2367 Hendersonville Rd., Arden, NC, 28704

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Nathan is an insurance agent with Amerilife since 2019, soliciting and selling health insurance products to the senior market. This takes nearly full-time, with most of the time spent during security trading hours.

Employment History
Current Registrations
Brookstone Capital Management LLC
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Edward Jones
September 2013 - September 2016 · 3 yrs
Edward JonesBroker
July 2013 - September 2016 · 3 yrs 2 mos
State Registrations4 states
FLLANCTX
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.
Nathan Garnett - Financial Advisor | TrueAdvisor