Brownson, Rehmus & Foxworth offers financial counseling and investment advice to individuals, high net worth individuals, trusts, estates, private foundations, qualified retirement plans, and senior corporate executives. They work with clients to determine financial objectives, identify obstacles, analyze cash flow, review insurance, and provide retirement and estate counseling. The firm does not receive commissions from the sale of financial products.
Fee Structure
Brownson, Rehmus & Foxworth charges a base fee that is determined by a Principal and approved by the client. The fee is based on factors such as the amount and types of assets, complexity of services, service intensity, degree of custom work, time requirements, number of entities and family members served, ease of interaction, and travel requirements. The base fee typically varies from 0.15% to 1.00% of assets under management or advisement. The fee rate is generally lower for clients with higher amounts of assets and higher for clients with lower amounts of assets. Minimum annual fees tend to start at $25,000.