AB
CFP
AB
CFP

Andrew Corey Brown

13 Years of Experience
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningEstate PlanningCharitable Giving
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
99 advisors
Number of Clients
3,037 clients
Average Client Portfolio
$3.5M average
Assets Under Management
$10.6B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $7.5M0.50%
$7.5M - $15.0M0.25%
$15.0M - $30.0M0.13%
$30M+0.25%

Fees are negotiable based on unique circumstances. Minimum annual fee of $10,000 may result in a higher percentage fee for clients with net worth less than $2 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$2,500
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Location

1590 Eisenhower Pl, Ann Arbor, MI, 48108

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Andrew is a sole proprietor judging gymnastics competitions since 2003. This takes a few hours per week and does not occur during securities trading hours.

Employment History
Current Registrations
Valeo Financial Advisors, LLC
April 2015 - Present · 10 yrs 10 mos
Previous Registrations
Stancorp Investment Advisers, INC.
September 2012 - March 2015 · 2 yrs 6 mos
State Registrations2 states
INMI
Advisor
Exams
No exam information available for this advisor.