Xavier Brown
Xavier Brown is a registered investment advisor at Chicago Investment Advisory Council, INC., based in St. Charles, IL, with 1 years of industry experience. Xavier operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,105 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Discretionary accounts range from 1.00% to 2.00% per year; non-discretionary accounts range from 0.50% to 1.50% per year. All fees are negotiable.
Fee Estimator
Location
1601 E. Main Street, Suite 1C, St. Charles, IL, 60174
Get directionsHistory
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
Xavier works as a client services representative for Chicago Investment Advisory Council, Inc., supporting the primary advisor and assisting clients with account maintenance. This activity takes nearly full-time hours.
Employment History
Current Registrations
Chicago Investment Advisory Council, INC.
Previous Registrations
J. W. Cole Advisors, INC.
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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