M.K. Brown Wealth Advisory is a registered investment advisor offering financial planning and investment management services. The firm manages accounts on a discretionary basis through the Ambassador Program, a wrap fee program offered by Raymond James & Associates (RJA). M.K. Brown also offers non-discretionary portfolio management services. Certain persons affiliated with M.K. Brown are also registered representatives of Raymond James Financial Services, Inc.
Fee Structure
M.K. Brown Wealth Advisory manages investments through the Ambassador Program, which charges a bundled annual fee based on the value of your account. This fee covers investment management, certain transaction costs, and custodial/administrative costs. The fees are negotiable and in most cases range between 0.70% to 1.75%.