In our advisory role, we never take custody of client assets. We utilize Charles Schwab and Altruist as the custodians of client accounts and as our primary broker. Our relationship with Schwab is an arm’s length transaction with no exchange of funds between Schwab and us. When your account is established with schwab, you provide us with limited trading authorization on your account. This authority allows us to process trades directly in client accounts.
Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), an SEC Registered Investment Advisor and an affiliate of Brookstone Capital Management, LLC. BWA and The Retirement Income Group are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.
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