M. Brown Financial Advisors Group offers investment advisory services, including sub-advisory services to Ausdal Financial Partners and other registered investment advisors. They provide individual portfolio management, including active strategies like the Proactive Asset Management Portfolio (PAM) and diversified portfolios like the Index, Maneuver, Passive, Active, Collaborate, Tactical (IMPACT) Portfolio. M. Brown also offers non-program accounts for clients with smaller account sizes or specific needs. Retirement plan services are available, including trustee-directed plans and assistance with self-directed plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.75% |
Fee schedule is the maximum fee charged for each tier. M. Brown and its advisors will have discretion to charge less than the maximum fee rate. Clients who have been with an advisor affiliated with M. Brown for three years or more may receive a 0.10% discount.