Konrad Brown
Konrad Brown is a registered investment advisor at United Capital Financial Advisors, based in Fort Lauderdale, FL, with 15 years of industry experience. Konrad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 22,832 clients with $17B 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 $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Fees are negotiable. United Capital can charge a tiered rate or a flat dollar fee instead of a flat percentage fee for the annual fee.
Fee Estimator
Location
500 E Broward Blvd Ste 1020, Fort Lauderdale, FL, 33394
Get directionsHistory
Regulatory History (3)
Regulatory
July 2024Criminal
June 1991Criminal
November 1989Other Business Activities
Konrad owns KB Group Sales & Leasing, Inc., a retail company, and dedicates a few hours per week to its general management. This organization is not primarily engaged in investment-related activity.
Employment History
Current Registrations
United Capital Financial Advisors
Previous Registrations
Mercer Allied Company, L.P.Broker
Goldman Sachs & CO. LLCBroker
Cetera Advisor Networks LLCBroker
Girard Securities, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
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.