John Mulheron
John Mulheron is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Clinton, MD, with 2 years of industry experience. John 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
Clinton, MD
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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
John is the Chief Operations Manager and Principal Owner of Venus Executive Enterprises LLC, an insurance agency, since 2014. He devotes about a quarter of his time to this outside business activity, including 20 hours per month during securities trading hours, and is responsible for administration, marketing, compliance, and the entire operation of the company.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Verity Asset Management
Verity Investments, INC.Broker
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
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.