M. Brown Financial Advisors Group offers active discretionary and non-discretionary investment management, portfolio strategies like the Proactive Asset Management Portfolio and IMPACT portfolios, and retirement plan consulting. M. Brown Financial Advisors Group creates custom portfolios based on client objectives, risk tolerance, and time horizons, utilizing stocks, bonds, mutual funds, exchange-traded funds, and alternative investments. Certain representatives are also registered representatives of a broker-dealer and licensed insurance agents, allowing them to offer commission-based products and insurance services.
Assets Under ManagementN/A
ClientsN/A
Advisors5
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.75% |
Fees are maximum rates and are negotiable. Clients affiliated with previous advisors may receive a 0.10% discount.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...