Katherine Brown is a CFP-designated registered investment advisor at Joss Brown Wealth Advisors, based in Newport News, VA, with 21 years of industry experience. Katherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 5 more. Their firm serves 129 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Joss Brown Wealth Advisors' investment management fees range from 0.25% to 1% of your investments annually, subject to a $5,000 minimum per year. The fee is calculated quarterly in advance. The exact fee depends on the amount you invest, the complexity of your situation, and the services you need. For clients using Betterment, JBWA may receive an additional 2% over the fee Betterment charges. Some high-net-worth clients may use separately managed accounts with Breckenridge or Dimensional Fund Advisors (DFA), which may incur additional fees up to 0.35% or between 0.29% and 0.5% per year, respectively.
Contact
Katherine Brown
Location
751 Thimble Shoals Blvd, Suite C, Newport News, VA, 23606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Katherine is a 50% owner of Maison Brune Investments, LLC, managing, purchasing, and selling real estate with her spouse for personal rental property. She devotes a few hours per week to this business.
Employment History
Current Registrations
Joss Brown Wealth Advisors
Previous Registrations
Joss Brown Wealth Advisors, LLC
The Advisory Firm of Katherine L.brown Limited Liability Company
Financial Security Advisory INC
State Registrations1 state
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Additional Information
My clients have the luxury of having a trusted fiduciary who is easy to reach, whether it's a phone call, an office visit, or a virtual screen-sharing meeting. Clients find that the boutique atmosphere of the office, is unique, refreshing, and personable.