Brown Comprehensive Financial provides personalized investment management and financial planning services. Clients can choose portfolio management, comprehensive financial plans covering topics like retirement, taxes, and estate planning, or targeted consultations on specific financial questions. The firm tailors its recommendations to each client's specific financial situation and risk tolerance, specializing in working with individuals and small businesses seeking holistic financial guidance.
Assets Under Management$23M
Clients117
Advisors2
Avg. per Client$190K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $175K | 1.00% |
| $175K - $375K | 0.85% |
| $375K - $675K | 0.70% |
| $675K - $900K | 0.65% |
| $900K+ | 0.50% |
Fees are negotiable. Planning fees can be waived in exchange for a minimum three-year contract.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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