Robert Brown is a registered investment advisor at Brownsboro Financial, based in Lockhart, TX, with 9 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 13 clients with $4.2M 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 | Included |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
For assets under management (AUM) below $500,000, Investment Management Services will be included in the fixed monthly Financial Planning fee, with a range of $100 - $250. The fixed monthly fee is waived on AUM of $500,000 and above, and will follow the tiered fee structure outlined above.
Fee Estimator
Location
101 S. Main St, 2nd Floor, Lockhart, TX, 78644
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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 Activities
Robert is a 20% owner of The Dog Yard LLC, a dog training and pet daycare business. He spends a few hours per week on this activity.
Employment History
Current Registrations
Brownsboro Financial
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.