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Christopher Cummings

4 Years of Experience
Fayetteville, GA

Christopher Cummings is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Fayetteville, GA, with 4 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
242 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Total advisory fee will not exceed 2.5% annually and is negotiable based on assets, investments, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

320 West Lanier Ave, Suite 200, Fayetteville, GA, 30214

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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 5 mos
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.
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