Robert Scullen
Robert Scullen is a CFP-designated registered investment advisor at Brookstone Capital Management LLC, based in Wheaton, IL, with 46 years of industry experience. Robert 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
1745 S. Naperville Road, Suite 200, Wheaton, IL, 60189
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2010Other Business ActivitiesSells Insurance
Robert is an independent insurance agent and sole proprietor, selling and servicing life insurance policies since 2002. This activity takes about 10-20% of his time, with an additional hour during security trading.
Employment History
Current Registrations
Brookstone Capital Management LLC
Previous Registrations
Brookstone Capital Management LLC
Global Financial Private Capital, LLC
G.F. Investment Services, LLCBroker
Capital Financial Services, INC.
Capital Financial Services, INC.Broker
The Masters
Vsr Financial Services, INC.Broker
Sunamerica Securities, INC.
Sunamerica Securities, INC.Broker
American-Intercontinental Financial Services CorporationBroker
Asi Financial Services, INC.Broker
En Sof Securities CorporationBroker
Sconce, Craft and AssociatesBroker
Transamerica Financial Resources, INC.Broker
United Services Planning Association, INC.Broker
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.