BROOKSTONE WEALTH ADVISORS, LLC

Overview

Brookstone Wealth Advisors, LLC is an independent registered investment adviser that has been operating since 2007. The firm functions as a capital allocator and works primarily with individual and small-business clients, offering financial planning, portfolio management, and selection of outside advisers. Its billing approach is flexible, combining percentage-of-AUM fees with hourly and fixed-fee arrangements. Brookstone also runs educational seminars and workshops and identifies itself as an active ESG investor. Corporate affiliations include relationships with another investment adviser, a law firm, and an insurance company.

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Location & Offices