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Amanda Gift

Brown Advisory
27 Years of Experience
Norfolk, VA
1 Disclosure
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Amanda Gift is a registered investment advisor at Brown Advisory, based in Norfolk, VA, with 27 years of industry experience. Amanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 4 more. Their firm serves 229 clients with $7.6B in assets under management.

Brown Advisory
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
229 clients
Average Client Portfolio
$33.1M average
Assets Under Management
$7.6B

Fee Structure

Minimum Investment:$5M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.75%
$3.0M - $5.0M0.65%
$5M+0.50%

Fees are negotiable based on account size and type, investments, and required services.

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

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

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History

Regulatory History (1)
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Customer Dispute
June 2002
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Brown Advisory
July 2002 - Present · 24 yrs 3 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

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.
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