David Messing
David Messing is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Plano, TX, with 9 years of industry experience. David 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
101 E. Park Blvd #202, Plano, TX, 75074
Get directionsHistory
Regulatory History (3)
Regulatory
April 2004Regulatory
December 1998Regulatory
October 1996Other Business ActivitiesSells Insurance
David is an independent insurance agent with Advanced Estate Services-Design FNINANCIAL, licensed in Texas, Arkansas, and Florida, since 2010. He sells non-registered products and dedicates nearly full-time hours to this activity.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Cg Advisory Services
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.