Browning Capital Management offers comprehensive asset management, financial planning, and family office services designed to help clients build and preserve their wealth. Founded in 2013 and operating in California and Oregon, Browning Capital Management tailors investment portfolios to match each client's specific risk tolerance and goals, utilizing strategies such as fundamental analysis, modern portfolio theory, and technical analysis. In addition to standard portfolio management, Browning Capital Management provides retirement planning, estate planning, tax strategies, and family office services for high-net-worth households. The firm operates with no account minimum for standard asset management services, though a $5 million minimum applies to family office services. Clients' funds are held independently with qualified custodians such as Charles Schwab.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Standard annual fees range from 0.50% to 1.50% and are negotiable. Family office services have a separate tiered schedule ranging from 0.50% to 1.0% with a $50,000 minimum annual fee.