Brown Wealth Management, LLC
Assets Under Management
$199.5M
Number of Clients
117
Number of Advisors
2
Average Client AUM
$1.7M
AUM per Advisor
$99.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Brown Wealth Management offers investment advisory services, financial planning, and retirement plan consulting. Financial planning includes protection, estate planning, income tax planning, retirement income planning, and investment planning. Investment advisory services are generally available for clients with $750,000 or more in investable assets.
Fee Structure
Minimum Investment:$750K
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.70% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$7,500
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Loading...
Location
12100 Single Tree Lane, #175, Eden Prairie, MN, 55344
