Brown Financial Advisors offers investment management through a co-advisor relationship with Gradient Investments, LLC. They also provide financial planning and consulting services, including reviews of wills, estate plans, investments, taxes, and insurance. Clients can pay a fixed or hourly fee for financial planning. Brown Financial Advisors does not sell commissioned products, but the owner is affiliated with an entity that sells financial insurance products.
Fee Structure
Brown Financial Advisors uses Gradient Investments, LLC to manage client portfolios. The annual fee for these services is a percentage of the assets managed. Brown Financial Advisors receives a portion of the fee.
- Strategic & Tactical, Allocation & Defined Outcome Portfolios: 1.40% annually
- Preservation Portfolios: 1.00% annually
- Client Directed Accounts: $300 annually
A quarterly service fee of $15 is also charged per account or investment strategy for performance and other reporting. These fees are negotiable.