Katherine Brown is a CFP-designated registered investment advisor at Joss Brown Wealth Advisors, based in Newport News, VA, with 22 years of industry experience. Katherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 8 more. Their firm serves 129 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range from 0.25% to 1.00% of investable assets per year, subject to a $5,000 annual minimum. Fees are negotiable.
Fee Estimator
Contact
Katherine Brown
Location
751 Thimble Shoals Blvd, Suite C, Newport News, VA, 23606
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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
Katherine is a 50% owner of Maison Brune Investments, LLC, managing, purchasing, and selling real estate with her spouse for personal rental property. She devotes a few hours per week to this business.
Employment History
Current Registrations
Joss Brown Wealth Advisors
Previous Registrations
Joss Brown Wealth Advisors, LLC
The Advisory Firm of Katherine L.brown Limited Liability Company
Financial Security Advisory INC
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
My clients have the luxury of having a trusted fiduciary who is easy to reach, whether it's a phone call, an office visit, or a virtual screen-sharing meeting. Clients find that the boutique atmosphere of the office, is unique, refreshing, and personable.
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