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Andy Mitkowski

4 Years of Experience
Chicago, IL
Sells Insurance

Andy Mitkowski is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Chicago, IL, with 4 years of industry experience. Andy 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
241 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

1016 West Jackson Blvd, Suite 691, Chicago, IL, 60607

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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

Andrzej is an insurance agent at Blue Star Insurance and Financial Services since 2020, dedicating full-time hours to assisting clients with life insurance and other insurance products. Andrzej also works as an energy broker for ABC Energy Solutions since 2012, spending minimal time assisting residual clients.

Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Elevated Capital Advisors, LLC
July 2022 - November 2023 · 1 yr 4 mos
State Registrations1 state
IL
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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