H.B. Brown Financial Advising provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an investment plan for each client to aid in selecting a suitable portfolio. H.B. Brown also offers financial planning as a one-time service or an ongoing service, covering areas like retirement, tax, estate planning, insurance, education funding, and debt management.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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