Brown Advisory Limited offers investment management to U.S. citizens living outside the U.S. and other international private clients. Brown Advisory typically manages investments with the ability to make trades without asking first, but clients can set reasonable restrictions. The firm uses a bottom-up research approach, aiming for long-term growth by carefully selecting securities for concentrated portfolios. They offer a balanced approach, combining direct investments in stocks and bonds with alternative investments through an Investment Solutions Program.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees may be negotiable depending on the client's circumstances. A 25% discount on standard fee rates is offered for charities and foundations.