Brownlee Wealth Management offers investment management and ongoing financial planning services. For investment management, they create and manage portfolios based on your goals, risk tolerance, and time horizon. Ongoing financial planning involves working with a planner to develop and implement a financial plan, monitoring its progress, and making necessary updates. They also offer project-based financial planning on a fixed fee or hourly basis, covering areas like retirement, taxes, insurance, and estate planning.
Fee Structure
Brownlee Wealth Management charges a flat annual fee based on your total assets, including retirement accounts, cash, and brokerage accounts. For example, if your total assets are $4,000,000, you would pay an annual fee of $25,000. This fee is either divided by 4 (for quarterly billing) or 12 (for monthly billing). The annual fee is negotiable. There is a recommended minimum account size of $2,000,000 and a minimum fee of $25,000 for investment management and ongoing financial planning services, but these minimums may be waived.
