Elaine Edwards
Advisor at Brookstone Capital Management LLC — Miami, FL
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.
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.
Credentials
CFP®
Experience Industry experience
10 years
Location
Miami, FL 33156
Brookstone Capital Management LLC
Enterprise
Elaine Edwards is a CFP® professional at Brookstone Capital Management LLC with 10 years of industry experience. She also serves as a business consultant and advisor at Forte Insurance Professional Associates, Inc., where she provides consulting services to business owners on mergers and acquisitions and operational improvements. Brookstone Capital Management offers fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm employs strategic and dynamic asset-allocation models and manages portfolios using a variety of investment vehicles, including proprietary funds and external sub-advisors.
Based on Brookstone Capital Management LLC
Based on Brookstone Capital Management LLC
Based on Brookstone Capital Management LLC
Fixed fees for financial planning services ranging from $200 to $5,000 or more, negotiable.
Negotiable up to 2.5% annually total (combined BCM and IAR/Outside RIA fees). BCM portion up to 0.95%, IAR/Outside RIA portion up to 1.55%
Commission-based compensation earned by IARs for insurance and annuity sales; BCM does not charge management fees on commission-based fixed index annuities.
Up to $350 per hour for financial planning services, billed in six-minute increments.
Account minimum: $5,000 to $100,000 (typical range; accounts below minimum may be accepted at discretion) Fee-only: Financial planning fees charged hourly up to $350/hour or fixed fees ranging from $200 to $5,000 or more, all negotiable.
Miami, FL
9100 S Dadeland Blvd Suite 1500
Miami FL 33156
Advisors at this office
2
Florida · Texas
10 years of industry experience
Brookstone Capital Management, LLC
2016 - Present • 10 years
Wheaton, IL
Forte Insurance Professional Associates, Inc.
2001 - Present • 25 years
Palmetto Bay, FL
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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