Brownson, Rehmus & Foxworth is a boutique, employee-owned registered investment advisor founded in 1969. The firm provides comprehensive financial counseling and non-discretionary investment advisory services to individuals, high-net-worth individuals with investment assets typically exceeding $5 million, trusts, estates, private foundations, and corporate executives. Services are tailored to each client and encompass cash flow analysis, insurance reviews, education funding, and retirement and estate counseling. Portfolios are constructed using a long-term asset allocation strategy across broad market classes, utilizing no-load mutual funds, exchange-traded funds, and third-party private investment vehicles. As a non-discretionary advisor, Brownson, Rehmus & Foxworth makes recommendations and coordinates execution, while clients retain final decision-making authority. The firm charges fees based on a percentage of assets or via hourly rates for ad hoc projects, operating on a fee-only basis without receiving commissions or product sales remuneration.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Base fees typically range from 0.15% to 1.00% of assets under management or advisement, determined through negotiation based on asset size, complexity, and service intensity.