Miles Costin
Miles Costin is a registered investment advisor at Brookstone Capital Management LLC, based in Raleigh, NC, with 10 years of industry experience. Miles 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
8410 Six Forks Road, Suite #101, Raleigh, NC, 27615
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2021Other Business ActivitiesSells Insurance
Miles is the owner and president of Innovative Advisors, offering insurance sales and college planning services since 2004. He independently sells life insurance and annuities, and assists clients with college funding and structured cash flow, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
Brookstone Capital Management LLC
Brookstone Wealth Advisors, LLC
Previous Registrations
Formula Folio Investments
State Registrations1 state
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
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