Michael Brown is a registered investment advisor at Berkeley Capital Partners, LLC, based in Milton, GA, with 12 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,544 clients with $1B 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% |
| $3M+ | 0.90% |
Fee Estimator
Location
3000 Heritage Walk, Suite 301, Milton, GA, 30004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is President of Brown Development Partners, LLC, which buys, renovates, and sells houses in the Atlanta area. His primary employment is as a Software Consultant with IBM.
Employment History
Current Registrations
Berkeley Capital Partners, LLC
Previous Registrations
Morgan Keegan & Company, INC.
Citigroup Global Markets INC.
State Registrations1 state
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