Lowe, Brockenbrough & Company (Brockenbrough) offers investment management services to individuals, trusts, foundations, endowments, and investment companies. Brockenbrough provides both discretionary and non-discretionary investment management. In limited circumstances, Brockenbrough will provide various planning services. Brockenbrough may recommend investments in affiliated private funds, which presents a conflict of interest. Clients are under no obligation to invest in these funds. Brockenbrough also offers outsourced chief investment officer (OCIO) services.
Assets Under Management$5.4B
Clients551
Advisors16
Avg. per Client$9.9M
Avg. per Advisor$340M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.90% |
| $3.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $75.0M | 0.30% |
| $75M+ | 0.20% |
Fees are negotiable and may be higher or lower than the stated schedule at Brockenbrough's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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