Donald Brown
Donald Brown is a registered investment advisor at Don Brown - Investment Advisor, LLC, based in Overland Park, KS, with 12 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 4 clients with $7.3M 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 $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fee Estimator
Location
Overland Park, KS
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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
Donald is a co-owner of Renodry USA, LLC, a renovation/restoration business, since 2018. He spends about 10-20% of his time on this non-investment related activity.
Employment History
Current Registrations
Don Brown - Investment Advisor, LLC
State Registrations2 states
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