Josh Matthews is a registered investment advisor at Brownlee Wealth Management, based in Houston, TX. Josh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 86 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brownlee Wealth Management charges a flat annual fee based on your total assets, including retirement accounts, cash, and brokerage accounts. For example, if your total assets are $4,000,000, you would pay an annual fee of $25,000. This fee is either divided by 4 (for quarterly billing) or 12 (for monthly billing). The annual fee is negotiable. There is a recommended minimum account size of $2,000,000 and a minimum fee of $25,000 for investment management and ongoing financial planning services, but these minimums may be waived.
Location
10000 Memorial Drive, Suite 440, Houston, TX, 77024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Brownlee Wealth Management
State Registrations1 state
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