Eilon Amir is a registered investment advisor at Brownstone Financial Group LLC, based in Newton, MA, with 2 years of industry experience. Eilon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Insurance Planning, Investment Management, Retirement Planning. 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 | 2.00% |
Brownstone Financial Group charges a maximum annual management fee of 1.25% for direct portfolio management (with sub-adviser fees up to 0.75% additional), or up to 2.00% inclusive of third-party advisor fees in co-advisor arrangements. All management fees are negotiable.
Fee Estimator
Location
2020 Commonwealth Ave, Newton, MA, 02466
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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 →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.
Exams
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