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Dylan Browning

9 Years of Experience
Sisters, OR

Dylan Browning is a registered investment advisor at Browning Capital Management LLC, based in Sisters, OR, with 9 years of industry experience. Dylan 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, Investment Management, and 1 more. Their firm serves 36 clients with $42M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
36 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$41.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Browning Capital Management offers asset management services where they manage your investments to meet your goals. The annual fee ranges from 0.50% to 1.50% of the value of your portfolio, billed quarterly. The final fee is negotiable and will be disclosed in your agreement. You may also pay additional fees to a third-party money manager if you select one.

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Location

Sisters, OR

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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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Employment History
Current Registrations
Browning Capital Management LLC
February 2017 - Present · 9 yrs 3 mos
State Registrations2 states
CAOR
Advisor

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
No exam information available for this advisor.