Brown Miller Wealth Management (BMWM) offers investment management, selection of independent managers, and financial planning to individuals, high net worth individuals, trusts, businesses, and corporations. BMWM tailors investment plans to client needs, using a planning approach to guide investment strategies. BMWM also provides advisory services for retirement plan accounts, acting as a fiduciary under federal retirement plan rules.
Assets Under Management$830M
Clients474
Advisors11
Avg. per Client$1.7M
Avg. per Advisor$75M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.40% |
Fee schedule may be based on cumulative household assets under management. For client accounts held at a custodian that is not directly accessible by BMWM, the advisory fee calculation is assessed on the value of the account at quarter-end and not determined via the average daily balance.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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