Elizabeth Kussman is a registered investment advisor at M.K. Brown Wealth Advisory, based in Oakwood, OH, with 20 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 152 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
M.K. Brown Wealth Advisory manages investments through the Ambassador Program, which charges a bundled annual fee based on the value of your account. This fee covers investment management, certain transaction costs, and custodial/administrative costs. The fees are negotiable and in most cases range between 0.70% to 1.75%.
Location
2331 Far Hills Ave., Suite 100, Oakwood, OH, 45419
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 Activities
Elizabeth serves on the City of Oakwood Budget Review Committee and acts as a Power of Attorney/Personal Representative for her mother-in-law. She also owns M.K. Brown Wealth Advisory, an independent RIA, and is the President of its DBA support company, dedicating about half of her time to these activities.
Employment History
Current Registrations
M.K. Brown Wealth Advisory
Raymond James Financial Services, INC.Broker
State Registrations21 states
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.