Daniel Brown is a registered investment advisor at Miles Brown Asset Management, based in San Rafael, CA, with 19 years of industry experience. Daniel 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 101 clients with $73M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Miles Brown Asset Management manages investments for a fee based on a percentage of your portfolio's value. The annual fee typically ranges from 0.50% to 1.75%, depending on the amount you invest. The fee is calculated each quarter, in advance, based on the market value of your investments on the last day of the previous quarter.
For clients with $250,000 or less, MBAM offers a fully automated digital investment management service called Institutional Intelligent Portfolio (IIP) with an annual fee of 1.00%.
Location
175 N Redwood Drive Suite 140, San Rafael, CA, 94903
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 →Employment History
Current Registrations
Miles Brown Asset Management
Previous Registrations
Pfg Advisors
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wamu Investments, INC.
Wamu Investments, INC.Broker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
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.