Thomas Griffith
Thomas Griffith is a CFP-designated registered investment advisor at Brookstone Capital Management LLC, based in Durham, NC, with 10 years of industry experience. Thomas 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 6 more. Their firm serves 54,845 clients with $13B 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 | 2.50% |
Total annual fee can be up to 2.50%, consisting of up to 0.95% for Brookstone Capital Management and up to 1.55% for the individual advisor. Fees are negotiable.
Fee Estimator
Location
2530 Meridian Parkway, Suite 100, Durham, NC, 27713
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Thomas works as a manager and insurance agent at H.E. Scheil & Associates, Inc. in Durham, NC since 2014, dedicating nearly full-time hours to this business.
Employment History
Current Registrations
Brookstone Capital Management LLC
Previous Registrations
Gradient Investments, LLC
Cardinal Retirement Planning, INC.
State Registrations12 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
More Advisors
- Hans Scheil, CFP, ChFCBrookstone Capital Management LLC
- Ohan Kayikchyan, CFPAlohana Financial, LLC
- Blake Gaulden, CFA, CFPOsaic Advisory Services, LLC
- Ryan Towner, CFPStrategic Advisers LLC
- James Mwombela, CFPNectarine
- Michael Pearl, CFPCapital Investment Advisory Services, LLC