Brown Advisory operates as a wealth management firm offering integrated services to high net worth individuals, families, and charitable entities. The firm focuses on long-term global investing across active and passive strategies, emphasizing diversification, valuation, and risk management. In addition to investment management, Brown Advisory provides comprehensive family office and strategic planning services, including strategic planning and family governance, cash management, income tax organization, risk management, estate and wealth transfer planning, household administration, and philanthropic planning. Tailored services are designed around each client's risk tolerance, liquidity needs, and time horizon. The firm generally requires a minimum of $5 million in investment assets for management, catering to clients with complex financial needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable based on account size and type, investments, and required services.