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Ashod Toumayants

11 Years of Experience
Sells Insurance

Ashod Toumayants is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Lewisburg, PA, with 11 years of industry experience. Ashod 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.

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

Fee Structure

Minimum Investment:$25K

BWA provides investment management services through the BCM Platform or BCM wrap-fee program. Fees for these programs are disclosed in BCM's brochure and offering materials. BWA can negotiate its portion of the total fee, but the total advisory fee will not exceed 2.5% annually. The fees are based on a percentage of the value of your portfolio. The fees are negotiable depending on the amount you invest and the complexity of your financial situation.

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Location

260 Reitz Blvd., Suite 1-B, Lewisburg, PA, 17837

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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

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 · 11 yrs 9 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.