AT
AT

Ashod Toumayants

12 Years of Experience
State College, PA
Sells Insurance

Ashod Toumayants is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in State College, PA, with 12 years of industry experience. Ashod operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
241 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Total advisory fee will not exceed 2.5% annually and is negotiable based on assets, investments, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

901 University Drive, Suite 1, State College, PA, 16801

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Ashod is the president of Toumayants, LLC, dba Strong Tower Associates, since 2006, selling fixed, indexed health, long-term care, and life insurance, dedicating nearly full-time hours to this. He is also the Chapter President for the American Financial Education Alliance (AFEA), dedicating minimal time.

Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
July 2014 - Present · 12 yrs 3 mos
Previous Registrations
Client One Securities LLC
April 2014 - July 2014 · 3 mos
State Registrations2 states
NCPA
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.
More Advisors