Brown Advisory LLC is an investment advisory firm offering active equity, fixed income, and balanced portfolio management alongside strategic advisory services such as tax planning, estate planning, and philanthropic advice. The firm serves high-net-worth individuals, families, endowments, foundations, and institutional clients. Portfolios are constructed using a bottom-up, fundamental research approach, with options for customized strategies, sustainable investing criteria, and alternative investments. While most clients pay asset-based management fees, Brown Advisory also manages private funds and offers outsourced chief investment officer services for nonprofits.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $100.0M | 0.35% |
| $100M+ | 0.30% |
Fees are negotiable. For portfolios under $5 million where the minimum is waived, rates are 1.25% on the first $3 million and 1.00% on the next $2 million.