Brown Capital Management, LLC

Fee-Only (% of Portfolio)

Brown Capital Management (BCM) offers investment management services to institutions and individuals. BCM offers three investment strategies: U.S. Small Company, International All Company, and International Small Company. Clients can invest in these strategies through separately managed accounts and mutual funds. BCM also serves as a sub-advisor to other managers.

Assets Under Management$8.1B
Clients109
Advisors3
Avg. per Client$74M
Avg. per Advisor$2.7B

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fee is for the U.S. Small Company Strategy and the International Small Company Strategy. For the International All Company Strategy, the fee is 0.75% on the first $50 million of assets, 0.65% on assets between $50 and $100 million, 0.55% on assets between $100 and $150 million, 0.50% on assets between $150 and $300 million, and 0.45% on assets more than $300 million. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Location

3 Advisors at this firm

Brown Capital Management, LLC | TrueAdvisor