Aubrey Brown is a CFP-designated registered investment advisor at Weatherly Asset Management, based in Del Mar, CA, with 10 years of industry experience. Aubrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 381 clients with $1.7B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.88% |
| $10.0M - $15.0M | 0.75% |
| $15M+ | 0.50% |
Rates shown apply to equity securities. Separate tiered schedules apply to fixed income securities (starting at 0.50% down to 0.15%) and cash accounts. Accounts under $150,000 invested in mutual funds or exchange-traded funds are charged 1.0% for equities and 0.50% for fixed income. Managed annuities are charged 0.25%. All fees are negotiable.
Fee Estimator
Location
832 Camino Del Mar, Suite 4, Del Mar, CA, 92014
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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
Weatherly Asset Management
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
AXA Advisors, LLCBroker
State Registrations1 state
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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