Brownsboro Financial, LLC manages investment portfolios and offers financial planning services. They work with clients to understand their goals, risk tolerance, and time horizon to create a personalized investment plan. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. They also assist clients in selecting third-party money managers.
Assets Under Management$4.2M
Clients13
Advisors1
Avg. per Client$320K
Avg. per Advisor$4.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | Included |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
For assets under management (AUM) below $500,000, Investment Management Services will be included in the fixed monthly Financial Planning fee, with a range of $100 - $250. The fixed monthly fee is waived on AUM of $500,000 and above, and will follow the tiered fee structure outlined above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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