Mark Brown
Mark Brown is a CFP-designated registered investment advisor at Modern Wealth Management, LLC, based in Denver, CO, with 43 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 11,934 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable. Eligible first responder and military households receive a discounted rate of 1.25% on the first tier ($0-$499,999).
Fee Estimator
Location
250 Fillmore Street, Suite 475, Denver, CO, 80290
Get directionsHistory
Regulatory History (1)
Regulatory
October 2013Other Business Activities
Mark operates under the DBA Brown & Company for his LPL business. This investment-related activity takes about half of his time, with slightly less time spent during securities trading.
Employment History
Current Registrations
Modern Wealth Management, LLC
Previous Registrations
Brown and Company, INC.
Brown & Tedstrom, INC.
LPL Financial LLC
LPL Financial LLCBroker
Linsco Financial Group, INC.Broker
The Planner's Securities Group, INC.Broker
Fsc Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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