MP
MP

Melody Pinkston

5 Years of Experience
Wheaton, IL
Sells Insurance

Melody Pinkston is a registered investment advisor at Brookstone Capital Management LLC, based in Wheaton, IL, with 5 years of industry experience. Melody 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. Their firm serves 54,545 clients with $10B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
324 advisors
Number of Clients
54,545 clients
Average Client Portfolio
$191K average
Assets Under Management
$10.4B

Fee Structure

Minimum Investment:$5K

Brookstone Capital Management's investment management fees are negotiable, up to a maximum of 2.5% annually. The fee includes a portion for BCM (up to 0.95%) and a portion for the investment advisor representative (up to 1.55%). The exact fee is outlined in your agreement. BCM offers its asset management program as a wrap fee program at Schwab, which bundles advisory and transaction fees into a single fee. At Fidelity, clients are part of a non-wrap fee program and may be charged transaction fees. All accounts are charged a monthly $8 fee for software, reduced for accounts under $8,000.

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Location

1745 S. Naperville Road, Suite 200, Wheaton, IL, 60189

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Melody is the Chief Operating Officer at Senior Financial Advisors since 2013, focusing on business management, operations, client services, and administration. This insurance-related role takes about half of her time.

Employment History
Current Registrations
Brookstone Capital Management LLC
October 2023 - Present · 2 yrs 9 mos
Previous Registrations
Hornor, Townsend & Kent, LLC
August 2023 - October 2023 · 2 mos
Brookstone Capital Management LLC
November 2020 - August 2023 · 2 yrs 9 mos
State Registrations1 state
TN
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.
Melody Pinkston - Financial Advisor | TrueAdvisor