Brown Advisory LTD.

Fee-Only (% of Portfolio)

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.

Assets Under Management$19B
Clients911
AdvisorsN/A
Avg. per Client$21M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.80%
$5.0M - $10.0M0.70%
$10.0M - $20.0M0.50%
$20.0M - $50.0M0.40%
$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.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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