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Ryan Jenkins

Advisor at Brookstone Capital Management LLC

Updated today

Location

Inverness, FL 34452

Credentials

Series 65

Industry experience

1 year

About

Ryan Jenkins is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and one year of industry experience. He has worked at AmeriLife since 2012 and currently serves as Managing Director of AmeriLife of Citrus County, overseeing agents and producing insurance sales and annuities. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis using model portfolios and various managed account strategies.

Client services

Based on Brookstone Capital Management LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Brookstone Capital Management LLC

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Brookstone Capital Management LLC

Executive Founder/Business Owner Retired

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Fee options

Fixed

Fixed fees for financial planning services ranging from $200 to $5,000 or more, negotiable.

Percentage

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%

Commissions

Commission-based compensation earned by IARs for insurance and annuity sales; BCM does not charge management fees on commission-based fixed index annuities.

Project-based

Up to $350 per hour for financial planning services, billed in six-minute increments.

Other

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.

Location

217 E. Highland Blvd

Inverness, FL 34452

Most active in

Florida

Work history

AmeriLife

2012 - Present (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Wildwood, FL

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Inverness, FL

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ChFC®

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Inverness, FL

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Series 65

Lecanto, FL

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Retirement income strategy General tax planning
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