Brown Financial Group (BFG) provides portfolio management based on individual client goals and risk tolerance. BFG also offers pension consulting services and financial planning, including investment, insurance, tax, retirement, college, and debt/credit planning. BFG primarily recommends investments through Altruist but may use other securities to diversify portfolios.
Assets Under Management$21M
Clients119
Advisors2
Avg. per Client$180K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Brown Financial Group charges an annual fee based on the value of your portfolio. The fee ranges from 0.50% to 2.00% of the total value of your investments. This fee is negotiable.
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