Brown Wealth Management (BWM) is a financial services firm offering financial planning and investment management. BWM combines financial expertise with life planning to help clients reach their goals. As legally required to act in your best interest, BWM puts clients' interests first. Services include ongoing asset management, recommendation of third-party advisors, and financial planning.
Fee Structure
BWM offers ongoing asset management services for a fee, which can be either a percentage of your portfolio or a flat annual fee. The percentage-based fee is around 1% annually, but could be higher depending on the size of the account and complexity. Flat fees range from $5,000 to $15,000 per year, depending on the scope and complexity of services. There is no minimum account size or annual fee. Fees are charged quarterly, based on the value of the account at the end of the quarter.