Brown-Shoemaker Investment Advisory Services (BSIAS) manages client investment accounts, offering both discretionary and non-discretionary management. BSIAS gathers information about your financial situation to determine your needs, goals, and risk tolerance. They then recommend an asset allocation and specific investments. The portfolio is monitored and rebalanced as needed. BSIAS acts as a fiduciary, meaning they are legally required to act in your best interest.
Assets Under Management$51M
Clients75
Advisors2
Avg. per Client$680K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable for accounts over $10 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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