Assets Under Management
$7.3B
Number of Clients
234
Number of Advisors
17
Average Client AUM
$31.3M
AUM per Advisor
$430.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Brown Advisory offers tailored wealth management services, including investment management, strategic planning, cash management, tax organization, risk management, estate planning, household administration, and philanthropic planning. They invest globally in active and passive strategies, managing risk through diversification.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable depending on the size and type of account, the investments in the account, and the services required.
101 W. Main Street, Suite 700, Norfolk, VA, 23510-1676