Roy Brown is a CFP-designated registered investment advisor at Trueman Brown, based in Lake Zurich, IL, with 28 years of industry experience. Roy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 142 clients with $170M 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 $1.0M | 1.00% |
| $1.0M - $3.5M | 0.75% |
| $3.5M - $7.0M | 0.65% |
| $7.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $20.0M | 0.45% |
| $20M+ | 0.25% |
Trueman Brown may negotiate a lesser management fee based upon certain criteria.
Fee Estimator
Location
765 Ela Road, Suite 301, Lake Zurich, IL, 60047
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Roy is a co-owner and vice president of RVTV Properties. He spends minimal time on this activity.
Employment History
Current Registrations
Trueman Brown
Previous Registrations
Ameriprise Financial Services, INC.
State Registrations1 state
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