Donald Murphy
Donald Murphy is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Beverly Hills, CA, with 9 years of industry experience. Donald 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
9595 Wilshire Blvd, suite 900, Beverly Hills, CA, 90212
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Regulatory History (1)
Financial
August 2016Other Business ActivitiesSells Insurance
Donald is the owner/CEO of Platinum Life, where he independently sells insurance, annuities, and life insurance, dedicating about 60 hours per month. He also owns Platinum Wealth Advisors, focusing on retirement planning and consulting for nearly full-time hours, and is an officer/owner/director at American Retirement Education Services, spending about 10-20% of his time on financial education.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
State Registrations3 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.