D.S. Brown Wealth Advisors provides customized financial plans and investment strategies based on client goals. Services include comprehensive wealth management (financial planning and portfolio management), financial planning & consultation (hourly, fixed fee, or subscription), and portfolio management. Clients are not obligated to implement recommendations.
Assets Under Management$61M
Clients92
Advisors1
Avg. per Client$660K
Avg. per Advisor$61M
Fee Structure
Planning is included in investment management (also available separately)
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% |
Fees negotiable for amounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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