Christopher Brown
Christopher Brown is a CFP-designated registered investment advisor at Ivy League Financial Advisors LLC, based in Rockville, MD, with 23 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 103 clients with $190M 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 | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable. The firm may charge lesser or higher fees or flat fees based on various criteria.
Fee Estimator
Contact
Christopher Brown
Location
11 North Washington Street, Suite 250, Rockville, MD, 20850
Get directionsHistory
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 →Employment History
Current Registrations
Ivy League Financial Advisors LLC
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
Additional Information
Mr. Brown has been quoted in numerous publications including theWashington Post,USA Today,the Washington Post Magazine,Kiplinger’s Personal Finance Magazine,Money Magazine,BusinessWeek Magazine,the Baltimore Sun,Mutual Fundsmagazine,Forbes on-line, andInvestment Advisor Magazine. In December 2002 and again in 2009, 2010, 2012, 2014, 2016, 2018,2019, 2021, and 2022 he was named byWashingtonian Magazineas a financial advisor you can “Trust with Your Money”. Ivy League Financial Advisors LLC was also named annually as a top Investment Advisory Firm byFinancial Advisor MagazineandWealth Manager Magazine(now Advisor One Magazine). He is also a member of the DC Estate Planning Council.
More Advisors
- Matthew Sanchez, CFPIvy League Financial Advisors LLC
- Lisa Crivella, CFPIvy League Financial Advisors LLC
- Nihad Basic, CFP
- Victor Krasij, CFAAprio Wealth Management, LLC
- Todd Rundle, CFPAlphacore Capital LLC
- Peyton Randolph, CFPRaymond James Financial Services Advisors, INC