Brown, Lisle/Cummings (BLC) offers investment advice and financial planning to individuals, trusts, estates, and businesses. BLC provides continuous advice based on individual client needs, including developing investment strategies and managing portfolios. Financial planning services cover personal finances, taxes, investments, insurance, retirement, and estate planning. BLC also offers financial consulting on specific topics like estate or retirement planning. BLC, as an introducing broker-dealer, generally recommends National Financial Services, LLC (NFS) as the broker-dealer and custodian for client investment management assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees may be negotiable based on various factors. Certain legacy clients may be subject to different fee arrangements.