D.S. Brown Wealth Advisors is a boutique wealth management firm that offers customized, goals-based financial planning and investment management services. The firm provides comprehensive wealth management combining financial planning and discretionary portfolio management for clients with at least $500,000 in investable assets. Additionally, D.S. Brown Wealth Advisors offers fundamental financial planning and consultation services on an hourly basis, through fixed fees, or via a monthly subscription for clients whose life circumstances do not yet require a full-scope plan. Investment strategies are built using Modern Portfolio Theory and fundamental analysis, allocating assets across major asset classes such as equities, mutual funds, exchange-traded funds, and fixed income securities. The firm acts as a fiduciary, putting clients' best interests first, and is managed by its founder, D. Stephen Brown, Jr.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.80% |
Schedule reflects standalone Portfolio Management Services. Comprehensive Wealth Management has a separate tiered schedule starting at 1.25% for the first $250,000 and requires $500,000 in investable assets (though the minimum can be waived). Fees are negotiable for larger accounts.