Andrew Brown is a CFP-designated registered investment advisor at Brown Wealth Management, LLC, based in Conyers, GA, with 20 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 102 clients with $87M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BWM offers ongoing asset management services for a fee, which can be either a percentage of your portfolio or a flat annual fee. The percentage-based fee is around 1% annually, but could be higher depending on the size of the account and complexity. Flat fees range from $5,000 to $15,000 per year, depending on the scope and complexity of services. There is no minimum account size or annual fee. Fees are charged quarterly, based on the value of the account at the end of the quarter.
Location
931 Commercial Street, Conyers, GA, 30012
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Brown Wealth Management, LLC
State Registrations2 states
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