Justin Brown is a registered investment advisor at Mariner, based in Boston, MA. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,242 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BWM charges a fee based on the value of your portfolio. The exact fee is negotiable and can vary depending on factors like the amount you invest, the complexity of your situation, and the services you need. The fee will not exceed 1.75% of the assets they manage. Similar clients could pay different fees. BWM has two different methods of charging fees to Clients. One method is that the Client is charged a fee for asset management and the Client pays the commissions and other trading costs associated with the account. The other method is for the Client to be charged an overall fee that includes the costs for commissions and other trading costs. This fee arrangement is known as “Advisory Fee One.”
Location
One Marina Park Drive, 16th Floor, Boston, MA, 02210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mariner
State Registrations1 state
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