Brown and Brown Financial Services, located in Dallas, Texas, aims to help clients preserve and grow their wealth by creating personalized investment portfolios. They manage client assets on a discretionary basis, meaning they make investment decisions without needing to ask you each time. They primarily serve individuals, retirement plans, businesses, and trusts. Brown and Brown Financial Services does not offer tax or legal advice, but may use tax losses to offset gains.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
The annual investment management fee applicable for Pooled Investments, such as Mutual Funds, together with taxable and non-taxable Fixed Income Instruments, including cash and margin, is .7% per annum. The annual investment management fee applicable for Individual Securities such as stocks is 1% per annum. The firm's minimum annual investment management fee is $5,000. However, the firm will often waive the minimum fee. Fees are negotiable.