J M Brown Financial Partners offers financial planning and investment management services. Financial plans are tailored to individual client needs, covering areas like assets, income, taxes, insurance, retirement, estate planning, and investment objectives. Investment management involves active management based on client goals and risk tolerance. JMB also provides investment advice on employee retirement plans.
Fee Structure
J M Brown Financial Partners' fees for managing your investments are either a percentage of the value of your portfolio or a fixed annual fee. The fees are negotiable and may vary. The annual fee will be no greater than 2.75% of the average daily balance or ending market value of the managed account. For assets on the American Funds Fee Based platform, the advisory fee is 0.75% per year.