JB
JB

John Browne

10 Years of Experience
Alphretta, GA
1 DisclosureSells Insurance

John Browne is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Alphretta, GA, with 10 years of industry experience. John 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 5 more.

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

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Total advisory fee will not exceed 2.5% annually and is negotiable based on assets, investments, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2650 Holcomb Bridge Rd Ste. 320, Alphretta, GA, 30022

Get directions

History

Regulatory History (1)
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Financial
January 2019
Final
Other Business ActivitiesSells Insurance

John is the owner of Successful Retirement Wealth Management, offering insurance products and investment advisory services since 2018. This is a full-time commitment for John.

Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
August 2016 - Present · 10 yrs 2 mos
State Registrations2 states
GATX
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.