Gregory Brown
Gregory Brown is a registered investment advisor at Brown Financial Advisors, LLC, based in Milford, OH, with 18 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, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 613 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
Fees vary by portfolio strategy chosen, ranging from 1.00% to 1.55% total annual fee (comprising manager fee and Brown Financial Advisors fee). Client Directed Accounts charge a flat $300 annual fee. Fees are negotiable and assessed quarterly in arrears, plus a $15 quarterly technology service fee per account.
Fee Estimator
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
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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