David Evans
David Evans is a ChFC-designated registered investment advisor at Brookstone Capital Management LLC, based in Wheaton, IL, with 17 years of industry experience. David 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)
Employment Separation After Allegations
November 2007Other Business ActivitiesSells Insurance
David owns Evans Financial Group Inc., a life and health insurance company, and sells group and individual health insurance products. He also owns a rental property and holds a federal firearms license for occasional firearm sales as a hobby, and is a licensed agent for life insurance, annuities, and health insurance since 1972, dedicating nearly full-time hours to it.
Employment History
Current Registrations
Brookstone Capital Management LLC
State Registrations2 states
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.