Thomas Young
Thomas Young is a registered investment advisor at Brookstone Capital Management LLC, based in Yorkville, IL, with 43 years of industry experience. Thomas 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
Yorkville, IL
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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 ActivitiesSells Insurance
Thomas spends minimal time on insurance business. He also consults with the PREPARE Institute and Shield Global Partners, and owns TRY Tax Planning, LLC, dedicating about 10-20% of his time to tax preparation and planning.
Employment History
Current Registrations
Brookstone Capital Management LLC
Previous Registrations
Imst Distributors, LLCBroker
Kaizen Advisory, LLC
Msc - Bd, LLCBroker
Zega Financial, LLC
Brookstone Capital Management LLC
Ams Advisors LLC
Best Direct Securities, LLCBroker
Mutual Trust CO. of America SecuritiesBroker
Ing Financial Partners, INC.Broker
Capital Securities Investment CorporationBroker
Cna Investor Services, INC.Broker
Locust Street Securities, INC.Broker
Walnut Street Securities, INC.Broker
Aegon USA Securities INC.Broker
Mony Securities CORP.Broker
The Mutual Life Insurance Company of New YorkBroker
Manequity, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
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.