The R.L. Brown Advisory Group offers asset management services, creating customized investment policies and managing portfolios based on client objectives, risk profiles, and preferences. They also provide general financial and retirement planning as part of their asset management service. The firm does not receive commissions and manages conflicts of interest in the client's best interest.
Assets Under Management$8.7M
Clients25
Advisors1
Avg. per Client$350K
Avg. per Advisor$8.7M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5M+ | 0.70% |
Fees are negotiable. Minimum fee of $250 per quarter, but this can be waived or reduced.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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