Michelle Brown
Michelle Brown is a registered investment advisor at Brown Financial Group, based in Del Rio, TX, with 12 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 119 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brown Financial Group charges an annual fee based on the value of your portfolio. The fee ranges from 0.50% to 2.00% of the total value of your investments. This fee is negotiable.
Location
403 W Cantu Rd, Del Rio, TX, 78840
Get directionsHistory
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 ActivitiesSells Insurance
Michelle works as an insurance agent selling annuity and insurance products.
Employment History
Current Registrations
Brown Financial Group
Previous Registrations
Wealth Financial Advisory Services, LLC
Horter Investment Management, LLC
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.