IM
CFA
IM
CFA

Ian Mcabeer

16 Years of Experience

Ian Mcabeer is a CFA-designated registered investment advisor at Brown Advisory, based in Austin, TX, with 16 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 4,063 clients with $120B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
4,063 clients
Average Client Portfolio
$30.0M average
Assets Under Management
$121.9B

Fee Structure

Minimum Investment:$5M
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.75%
$10.0M - $25.0M0.50%
$25.0M - $100.0M0.35%
$100M+0.30%

Fees may be negotiable. For Private Client portfolios less than $5 million: 1.25% on the first $3 million under management, 1.00% on the next $2 million under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

401 Congress Avenue, Suite 1170, Austin, TX, 78701

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Brown Advisory
September 2016 - Present · 9 yrs 7 mos
Previous Registrations
Blackhaw Wealth Management, LLC
July 2009 - June 2014 · 4 yrs 11 mos
Blackhaw Wealth Management, LLC
June 2009 - May 2017 · 7 yrs 11 mos
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.
Ian Mcabeer - Financial Advisor | TrueAdvisor