Brown Advisory Investment Solutions Group (BAISG) offers investment advice, primarily focused on alternative investments, to both individuals and institutions. BAISG manages private funds and provides asset allocation recommendations. For individual and institutional clients, BAISG focuses on individual client returns, volatility, and downside protection targets. BAISG strives for efficient diversification of portfolios by investing in top-tier managers with low performance correlation.
Fee Structure
BAISG charges fees for managing separately managed accounts, typically ranging from 0.25% to 1.00% of the assets managed per year. The fees are negotiable and may be tiered. Fees are computed and payable quarterly in arrears or as mutually agreed with the client. Clients may also pay a flat fee for certain advisory services. The actual fees and minimum account sizes may be negotiated and may be more or less than similar clients or clients for whom similar services are provided.