Brown Comprehensive Financial (BCF) is a fee-only advisor offering investment and planning services. BCF provides a free initial consultation to understand your needs. If you choose investment management, BCF will make recommendations tailored to your goals, but you'll make the trades yourself. Financial planning includes comprehensive plans or consultations on specific topics. BCF may recommend TradePMR as a broker-dealer.
Assets Under Management$23M
Clients117
Advisors2
Avg. per Client$190K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $175K | 1.00% |
| $175K - $375K | 0.85% |
| $375K - $675K | 0.70% |
| $675K - $900K | 0.65% |
| $900K+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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