Eilon Amir is a registered investment advisor at Brownstone Financial Group LLC, based in Newton, MA, with 1 years of industry experience. Eilon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 153 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual management fee is 1.25%. Fee is negotiable based on account size and types of securities. Sub-adviser's fee is up to 0.75% in addition to Brownstone's fee. If using a third-party investment adviser, the fee is 2.00% annually, including the third-party adviser's fee (0.10% to 0.75%).
Fee Estimator
Location
2020 Commonwealth Ave, Newton, MA, 02466
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Brownstone Financial Group LLC
Previous Registrations
Equitable Advisors, LLCBroker
Outcome Capital, LLCBroker
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.