Brown Advisory offers investment management, strategic planning, cash management, tax organization, risk management, estate planning, household administration, and philanthropic planning. Brown Advisory tailors its services to each client's needs, designing portfolios to reflect different levels of risk and return, liquidity needs, and time horizons. Brown Advisory invests globally in both active and passive strategies.
Assets Under Management$7.3B
Clients234
Advisors17
Avg. per Client$31M
Avg. per Advisor$430M
Fee Structure
Minimum Investment:$5M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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