Jared Machen is a CFP-designated registered investment advisor at Brownlee Wealth Management, based in Houston, TX, with 7 years of industry experience. Jared 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, Estate Planning, and 6 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
Jared Machen
Location
10000 Memorial Drive, Suite 440, Houston, TX, 77024
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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.
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Jared is a managing member of New Planner Collective, LLC since March 2023, creating coursework and producing content. This activity is not investment-related and takes a few hours per week.
Employment History
Current Registrations
Brownlee Wealth Management
Previous Registrations
Hill Investment Group
Boston Mountain Money Management, INC.
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