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Michael Brown

3 Years of Experience
Spring Valley, NY
1 Disclosure

Michael Brown is a registered investment advisor at High Grade Investment Solutions, LLC, based in Spring Valley, NY, with 3 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 23 clients with $46M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
23 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$46.4M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.40%

The firm, in its sole discretion, may charge a lesser investment management fee, based upon certain criteria (i.e. anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, negotiations with client, etc.)

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Spring Valley, NY

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History

Regulatory History (1)
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Criminal
February 1985
Final Disposition
Employment History
Current Registrations
High Grade Investment Solutions, LLC
April 2022 - Present · 4 yrs 1 mo
State Registrations1 state
NY
Advisor

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
No exam information available for this advisor.
Michael Brown - Financial Advisor | TrueAdvisor