Brownstone Financial Group creates financial plans and manages investment portfolios. Brownstone uses sub-advisers to manage client accounts, and also recommends third-party investment advisers. Brownstone works with clients to understand their investment objectives, time frame, and risk tolerance. Brownstone monitors the sub-advisers and third-party advisers.
Assets Under Management$17M
Clients153
Advisors1
Avg. per Client$110K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual management fee is 1.25%. Fee is negotiable based on account size and types of securities. Sub-adviser's fee is up to 0.75% in addition to Brownstone's fee. If using a third-party investment adviser, the fee is 2.00% annually, including the third-party adviser's fee (0.10% to 0.75%).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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