Jamie Brown is a CFA-designated registered investment advisor at Etf Model Solutions, LLC, based in Appleton, WI, with 13 years of industry experience. Jamie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 108 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Embark Invest uses a wrap fee program that bundles advisory, sub-advisory, custody, and trading fees into one fee. The annual fee is a percentage of your account assets, and the rate decreases as your assets increase. The fee includes Betterment's platform fee, which is currently 0.16% of assets. Embark's portion of the fee is negotiable. The total wrap program fee is:
- Less than $1 million: 1.16%
- $1 million to $2.5 million: 1.06%
- $2.5 million to $5.0 million: 0.96%
- $5.0 million to $7.5 million: 0.86%
- $7.5 million to $10.0 million: 0.76%
- $10.0 million to $20.0 million: 0.66%
- $20.0 million to $30.0 million: 0.54%
- Over $30 million: Sum of Embark Fee + 0.16% (Negotiable)
Location
W6272 Communication Court, Appleton, WI, 54914-8531
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jamie is a Senior Investment Officer at Endowment Wealth Management, Inc. (EWM), ETF Model Solutions, LLC (ETFMS), and Global Alternative Investment Management LLC (GAIM), dedicating nearly full-time, about 10-20% of their time, and about 10-20% of their time respectively. Jamie also spends minimal time on residential duplex rental property bookkeeping.
Employment History
Current Registrations
Endowment Wealth Management, INC.
Etf Model Solutions, LLC
Previous Registrations
Thrivent Investment Management INC.
State Registrations1 state
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