Justin Brownlee
Justin Brownlee is a CFP-designated registered investment advisor at Brownlee Wealth Management, based in Fort Worth, TX, with 12 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 86 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brownlee Wealth Management charges a flat annual fee based on your total assets, including retirement accounts, cash, and brokerage accounts. For example, if your total assets are $4,000,000, you would pay an annual fee of $25,000. This fee is either divided by 4 (for quarterly billing) or 12 (for monthly billing). The annual fee is negotiable. There is a recommended minimum account size of $2,000,000 and a minimum fee of $25,000 for investment management and ongoing financial planning services, but these minimums may be waived.
Contact
Justin Brownlee
Location
Fort Worth, TX
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2017Employment History
Current Registrations
Brownlee Wealth Management
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
State Registrations1 state
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
Additional Information
Justin Brownleeis a fee-only financial planner in The Woodlands, TX. Brownlee Wealth Management offers comprehensivefinancial planning, retirement planning, andinvestment managementto help families organize and grow their wealth. Brownlee Wealth Management serves clients as afiduciaryand never earns a commission of any kind.