Nolan Goslee
Nolan Goslee is a registered investment advisor at Brookstone Capital Management LLC, based in Grand Rapids, MI, with 10 years of industry experience. Nolan 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
2900 Cherlevoix Dr SE, Ste 310, Grand Rapids, MI, 49546
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Regulatory History (2)
Financial
November 2016Financial
October 2016Other Business Activities
Nolan works as a financial advisor at Cornerstone RP, dedicating nearly full-time hours to creating financial plans for clients. He also serves as Treasurer for the Highland Hill Community Board of Directors, spending minimal time on verifying fund allocation and capital expenditure.
Employment History
Current Registrations
Brookstone Capital Management LLC
Previous Registrations
Kalos Management
Kalos Capital, INC.Broker
Principal Securities, INC.Broker
Nylife Securities LLCBroker
State Registrations8 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.