William Roberson
William Roberson is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Houston, TX, with 9 years of industry experience. William 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
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
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.
Location
2500 Wilcrest Drive, Suite 300, Houston, TX, 77042
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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 →Other Business ActivitiesSells Insurance
William owns Mantel Wealth Management, providing investment advisory services, dedicating full-time hours to it. He is also an insurance agent with Synergy Annuity Marketing LP, selling life insurance and annuity products, which takes about a quarter of his time. William also works as a law clerk, spending 60 hours per month on document review and legal research.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Wealth Covenant Group LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Pruco Securities, LLC.Broker
State Registrations1 state
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