Advisor at Brookstone Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Brookstone Wealth Advisors, LLC
Location
Hammond, LA 70403
Credentials
Series 65
Industry experience
3 years
Fixed fees for financial planning services ranging from $200 to $5,000 or more, based on complexity.
$0+: Negotiable up to 2.5% annually (total advisory fee including BCM Platform or wrap-fee program) $0+: Plan participant advisory fees up to 1.0% annually (negotiated per agreement)
Some associated persons may earn commissions on insurance or annuity products sold (not through BCM).
Up to $350 per hour for financial planning services, billed in six-minute increments.
Account minimum: $25,000 (may be waived or lowered at firm's discretion) Fee-only: Fee-only investment management and financial planning firm; no commissions charged for investment management services.
Brookstone Wealth Advisors
2022 - Present (4 years)
AmeriLife Benefits- Taylor & Sons Insurance
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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