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Christopher Cummings

3 Years of Experience
Kennesaw, GA

Christopher Cummings is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Kennesaw, GA, with 3 years of industry experience. Christopher 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
245 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$25K

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.

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Location

3550 George Busbee Parkway, Suite 450, Kennesaw, GA, 30144

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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 Activities

Christopher works as a Client Services Manager (soon to be IAR) at Hoffman Financial Group, a retirement planning/investment company. He dedicates more than full-time hours to client services, presentations, portfolio analysis, and ensuring clients receive quarterly reviews.

Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
May 2022 - Present · 4 yrs
State Registrations2 states
FLGA
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.
Christopher Cummings - Financial Advisor | TrueAdvisor