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Ivan Brown

First Command Advisory Services
4 Years of Experience
Stafford, VA
1 DisclosureBroker
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Ivan Brown is a registered investment advisor at First Command Advisory Services, based in Stafford, VA, with 4 years of industry experience. Ivan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 113,591 clients with $24B in assets under management.

First Command Advisory Services
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1023 advisors
Number of Clients
113,591 clients
Average Client Portfolio
$215K average
Assets Under Management
$24.4B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.30%
$250K - $500K1.15%
$500K - $1.0M1.00%
$1.0M - $2.0M0.75%
$2M+0.50%

Schedule reflects the Partners, Foundations, and Select advisory programs. Other programs like Elite and Premier Income have separate fee schedules. Fees are negotiable for Elite accounts over $5 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Stafford, VA

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History

Regulatory History (1)
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Regulatory
September 2005
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Ivan owns Blackwing Financial Holding Corporation, an S corp used for business expenses related to his First Command employment, and is a partner in Valley Forge Realty Partners, managing real estate rental properties. He also has relationships with East Holly Associates, LLC and John DK Smoot Family Limited Partnership, but has no duties related to them.

Employment History
Current Registrations
First Command Advisory Services
September 2022 - Present · 4 yrs 1 mo
First Command Brokerage Services, INC.
September 2022 - Present · 4 yrs 1 mo
First Command Brokerage Services, INC.Broker
September 2022 - Present · 4 yrs 1 mo
Previous Registrations
Personal Wealth Management, LLC
August 2020 - November 2020 · 3 mos
State Registrations9 states
AZDCFLHILAMDNCTXVA
AdvisorBrokerBoth

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.
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