Brown Advisory Group provides customized retirement planning, retirement income planning, financial planning, and investment advice to individuals, trusts, estates, pension and profit sharing plans, and high-net-worth individuals. They may refer clients to third-party money managers for asset management services. They gather information about your financial situation, goals, and risk tolerance to tailor their services.
Assets Under Management$24M
Clients92
Advisors1
Avg. per Client$260K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $500K | 1.45% |
| $500K - $1.0M | 1.15% |
| $1M+ | 0.95% |
Fees are negotiable and may be lower based on the client's relationship with the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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