Mary Brown
Mary Brown is a registered investment advisor at Montz Harcus Wealth Management, based in Daphne, AL, with 11 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 687 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are generally negotiable. Private alternative investments are charged separately at 1.00% up to $1M and 0.50% above $1M.
Fee Estimator
Location
Daphne, AL
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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 ActivitiesSells Insurance
Mary works for Physicians Resource Group, assisting clients with policy holder services, new life/DI business services, and tax preparation. This takes more than full-time hours.
Employment History
Current Registrations
Montz Harcus Wealth Management
Previous Registrations
Ameritas Investment CORP.Broker
State Registrations3 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.
Exams
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