Brown Investors Wealth Management offers investment advice tailored to individual needs. They provide discretionary and non-discretionary portfolio management, and asset allocation services. They may invest client assets according to model portfolios. They offer advice on equity securities, municipal securities, United States government securities, options contracts on securities and options contracts on commodities.
Assets Under Management$1.6M
Clients10
Advisors1
Avg. per Client$160K
Avg. per Advisor$1.6M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1000K+ | 0.70% |
Fees are negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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