Michael Niemczyk Associates refers clients to Brookstone Capital Management (BCM) for investment management services. They assist clients in determining asset allocation to third-party managers and strategies offered by BCM. Michael Niemczyk Associates analyzes client financial circumstances, risk tolerance, and goals, providing counsel on BCM's models and strategies. They review client portfolios at least annually and recommend asset redistribution if needed. Clients with assets managed by Michael Niemczyk Associates receive financial planning services at no additional cost, covering investment strategy, asset allocation, life insurance, retirement planning, and estate planning.
Fee Structure
Michael Niemczyk Associates does not directly manage investments. They refer clients to Brookstone Capital Management (BCM) for investment management services. Please refer to BCM's brochure for information on investment management fees.