Robert Brown
Robert Brown is a CFA-designated registered investment advisor at The R.L. Brown Advisory Group, LLC, based in Pleasanton, CA, with 18 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 25 clients with $8.7M 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5M+ | 0.70% |
Fees are negotiable. Minimum fee of $250 per quarter, but this can be waived or reduced.
Fee Estimator
Location
3015 Hopyard Road, Suite O, Pleasanton, CA, 94588
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
Robert is the proprietor of R.L. Brown Insurance Services, a life and health insurance company, since 2012. He dedicates about 10-20% of his time to insurance prospecting and client service related to this business.
Employment History
Current Registrations
The R.L. Brown Advisory Group, 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.