Brownlee Wealth Management is a registered investment advisor located in Houston, Texas. The firm offers combined investment management and ongoing financial planning services, as well as project-based financial planning. Brownlee Wealth Management designs personalized investment portfolios using passive investment strategies and Modern Portfolio Theory, tailoring asset allocation to each client's goals, time horizon, risk tolerance, and tax considerations. In addition to portfolio management, the firm provides holistic financial planning covering retirement, taxes, estate planning, cash flow and debt management, insurance, college savings, and business consulting. Brownlee Wealth Management works with individuals, high-net-worth clients, and corporate clients, with a particular emphasis on employees of large energy companies.
Fee Structure
Brownlee Wealth Management charges flat annual fees based on your total assets, which includes investments held away in retirement accounts and other qualified plans. The annual fee covers both investment management and ongoing financial planning:
- $0 to $5,000,000 — $25,000 per year
- $5,000,001 to $6,500,000 — $30,000 per year
- $6,500,001 to $8,000,000 — $35,000 per year
- $8,000,001 to $10,000,000 — $40,000 per year
- $10,000,001 to $12,500,000 — $45,000 per year
- $12,500,001 to $15,000,000 — $50,000 per year
- $15,000,001 to $18,000,000 — $55,000 per year
- $18,000,001 to $22,000,000 — $60,000 per year
- $22,000,001 to $26,000,000 — $65,000 per year
- $26,000,001 to $30,000,000 — $70,000 per year
- Taxable Estate — Negotiable
These fees are paid in advance on a monthly or quarterly basis.
