Brown Wealth Management, LLC

View SEC Summary

Assets Under Management

$199.5M

Number of Clients

117

Number of Advisors

Average Client AUM

$1.7M

AUM per Advisor

$99.7M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Brown Wealth Management offers investment advisory services, financial planning, and retirement plan consulting. Financial planning includes protection, estate planning, income tax planning, retirement income planning, and investment planning. Investment advisory services are generally available for clients with $750,000 or more in investable assets.

Fee Structure

Minimum Investment:$750K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $3.0M	1.00%
$3M+	0.70%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$7,500

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Location

12100 Single Tree Lane, #175, Eden Prairie, MN, 55344

2 Advisors at this firm

CFA · CFP

Timothy Balfour Brown

CFP