Brown Capital Management (BCM) provides ongoing portfolio management based on clients' goals, risk tolerance, and time horizon. BCM creates an Investment Policy Statement for each client to help select a suitable portfolio. BCM also offers financial planning services, including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Assets Under Management$190M
Clients315
Advisors3
Avg. per Client$610K
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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