Janee Browne
Janee Browne is a registered investment advisor at Charles Schwab & CO., INC., based in New York City, NY, with 14 years of industry experience. Janee 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
100 Broadway, New York City, NY, 10005
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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 →Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Previous Registrations
TD Ameritrade, INC.Broker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Mbsc Securities Corporation
Bny Mellon Securities CorporationBroker
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Neuberger Berman LLC
Neuberger Berman LLCBroker
Neuberger Berman Management LLCBroker
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services LLCBroker
State Registrations33 states
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