Wilson & Browning, Inc. offers investment advisory services on a discretionary basis, including advice on asset allocation and investment selection. They consider a client's risk profile and financial status before making recommendations, primarily using mutual funds and individual securities. They also offer financial planning services on a voluntary basis, which are not required to become an investment client. Wilson & Browning refers larger clients to other Independent Third-Party Investment Advisers.
Assets Under Management$19M
Clients42
Advisors1
Avg. per Client$440K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.25% |
| $150K - $750K | 1.00% |
| $750K - $1.5M | 0.85% |
| $1.5M - $3.0M | 0.80% |
| $3M+ | 0.75% |
Fee schedule is flexible, depending on circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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