Ian Phillip Mcabeer

CFA

Brown Advisory

16 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth

Brown Advisory

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

26 advisors

Number of Clients

4,063 clients

Average Client Portfolio

$30.0M average

Assets Under Management

$121.9B

Fee Structure

Minimum Investment:$5M

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.

Employment History

Current Registrations

Brown Advisory

September 2016 - Present · 9 yrs 5 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

Advisor

Exams

No exam information available for this advisor.