Mark Brown is a CFP-designated registered investment advisor at M.brown Financial Advisors, based in Estero, FL, with 38 years of industry experience. Their practice areas include Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
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% |
Fee schedule is the maximum fee charged for each tier. M. Brown and its advisors will have discretion to charge less than the maximum fee rate. Clients who have been with an advisor affiliated with M. Brown for three years or more may receive a 0.10% discount.
Fee Estimator
Location
23161 Fashion Drive #304, Estero, FL, 33928-2588
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark is involved in outside insurance sales through various carriers and M. Brown & Associates, spending about a quarter of his time assisting agents and offering fixed and health insurance products. He also serves as Vice President of the Naper Courtyards Condo Association and is a partner in The Ryley Group property management, dedicating a few hours per week to each.
Employment History
Current Registrations
M.brown Financial Advisors
Ausdal Financial Partners, INC.
Ausdal Financial Partners, INC.Broker
Previous Registrations
LPL Financial Corporation
LPL Financial CorporationBroker
Wachovia Securities Financial Network, LLC
Wachovia Securities Financial Network, LLCBroker
Herbst Financial Advisors, INC.
Sunamerica Securities, INC.Broker
Long Grove Trading CO.Broker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.