Tucker Advisory Group
has partnered with Brookstone Capital Management, a Registered
Investment Advisor, to provide comprehensive asset management services.
TAG agents that hold the required licenses can now offer one-stop
financial advice and total client portfolio management to new and
exsting clients.
The Brookstone Edge:
- Complete turnkey money management portfolio, including 15 model portfolios
- Access to institutional-level asset management
- Proven techniques to transfer and acquire 100% of a client's assets
- Fees are automiatcally deducted and paid on a quarterly basis
- Brookstone Capital Management, LLC "Hall of Fame" recognition
- Customized investment proposals
- Annual advanced training conference
- Monthly sales teleconference
- Monthly advisor newsletter
- Co-hosting of client appreciation events and education programs
- Marketing and public relations campaign
- Case design and support for solutions that benefit you AND your client
- Third-party supporting articles that help you acquire more clients
- Support staff training
- Assistance with contracting, E&O and compliance
Learn more about Brookstone Edge.