Frank Brown is a registered investment advisor at Arjuna Capital, LLC, based in Durham, NC, with 23 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 180 clients with $600M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $50.0M | 0.45% |
| $50M+ | 0.40% |
Fees may be negotiated with each client on an individual basis, and may be different from Arjuna Capital’s stated fee schedules.
Fee Estimator
Location
353 West Main Street, Durham, NC, 27701
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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
Arjuna Capital, LLC
Previous Registrations
Baldwin Brothers INC
Trillium Asset Management
State Registrations2 states
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