Gregory Brown
Gregory Brown is a registered investment advisor at Brown Financial Advisors, LLC, based in Milford, OH, with 17 years of industry experience. Gregory 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 679 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brown Financial Advisors uses Gradient Investments, LLC to manage client portfolios. The annual fee for these services is a percentage of the assets managed. Brown Financial Advisors receives a portion of the fee.
- Strategic & Tactical, Allocation & Defined Outcome Portfolios: 1.40% annually
- Preservation Portfolios: 1.00% annually
- Client Directed Accounts: $300 annually
A quarterly service fee of $15 is also charged per account or investment strategy for performance and other reporting. These fees are negotiable.
Location
964 State Route 28, Milford, OH, 45150
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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
Gregory is a managing member of Brown Insurance & Tax Advisors, LLC, where he is involved in insurance sales and tax preparation. He spends about a quarter of his time on this business.
Employment History
Current Registrations
Brown Financial Advisors, LLC
State Registrations2 states
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