TrueAdvisor
TrueAdvisor
AG
AG

Amanda Bradley Gift

Brown Advisory
26 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth
Brown Advisory
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
234 clients
Average Client Portfolio
$31.3M average
Assets Under Management
$7.3B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.75%
$3.0M - $5.0M0.65%
$5M+0.50%

Fees are negotiable depending on the size and type of account, the investments in the account, and the services required.

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

Location

101 West Main Street, Suite 700, Norfolk, VA, 23510

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2002
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Brown Advisory
July 2002 - Present · 23 yrs 7 mos
Previous Registrations
Brown Advisory
December 2018 - June 2019 · 6 mos
American Express Financial Advisors, INC.
July 1999 - May 2002 · 2 yrs 10 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.