Mark Rieger is a CFP-designated registered investment advisor at Brookstone Capital Management LLC, based in Short Hills, NJ, with 3 years of industry experience. Mark 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 6 more. Their firm serves 54,845 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Total annual fee can be up to 2.50%, consisting of up to 0.95% for Brookstone Capital Management and up to 1.55% for the individual advisor. Fees are negotiable.
Fee Estimator
Location
Short Hills, NJ
Get directionsHistory
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 Activities
Mark is the managing partner of The Pediatric Center, a medical practice, since 1993. This activity is not investment-related and takes nearly full-time hours, with 120 hours occurring during securities trading hours. Mark is also a partner at Physicians Retirement Planning.
Employment History
Current Registrations
Brookstone Capital Management LLC
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.
Exams
More Advisors
- Paul Hansen, CFP, ChFCMorgan Stanley
- Jeffrey Waters, CFPOfc Wealth Management
- Michael Gully, CFPWells Fargo Advisors
- Charles Scott, CFPEdelman Financial Engines
- Adam Garretson, CFPWells Fargo Advisors
- Craig Livoti, CFAWells Fargo Advisors