Brookstone Wealth Advisors, also known as Retirement Wealth Advisors, provides investment management and comprehensive financial planning services to individuals, families, businesses, and retirement plans. The firm primarily operates by connecting clients with affiliated investment management platforms and wrap-fee programs managed by Brookstone Capital Management. Advisors work with clients to gather financial objectives, assess risk tolerance, and develop custom investment portfolios utilizing equities, mutual funds, exchange-traded funds, structured notes, individual bonds, and options. In addition to investment management, the firm offers comprehensive financial planning covering retirement, insurance, cash flow, debt management, education, and estate planning. Brookstone Wealth Advisors acts as a fiduciary, putting client interests first, though various affiliations with asset managers, insurance companies, and affiliated funds present potential conflicts of interest due to additional compensation earned through proprietary products and third-party referrals.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Total advisory fee will not exceed 2.5% annually and is negotiable based on assets, investments, and complexity.