Brown Advisory offers investment management services across equity, fixed income, and balanced portfolios. They provide strategic advisory services to high net worth clients, including tax planning, wealth transfer, and philanthropic planning. Brown Advisory also offers OCIO (outsourced chief investment officer) solutions for non-profit organizations.
Assets Under Management$120B
Clients4,063
Advisors24
Avg. per Client$30M
Avg. per Advisor$5.1B
Fee Structure
Minimum Investment:$5M
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 may be negotiable. For Private Client portfolios less than $5 million: 1.25% on the first $3 million under management, 1.00% on the next $2 million under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
24 Advisors at this firm
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