Don Brown -- Investment Advisor, LLC provides investment advice to high net worth individuals. Don Brown uses a combination of fundamental and technical analysis to determine when to be in or out of the stock market. The goal is to provide personalized service and manage investments based on each client's risk tolerance.
Assets Under Management$7.3M
Clients4
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$7.3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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