Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.75% |
Fee schedule represents maximum fees; actual fees are negotiable. A 0.10% discount is provided to clients who have been with an advisor affiliated with M. Brown for three years or more.
Fee Estimator
M. Brown charges a percentage of assets under management, with the maximum rates shown in the table. These fees are negotiable and may be lower based on various factors. Clients may also incur transaction fees charged by the custodian, as well as fund-level expenses for mutual funds and ETFs. A 0.10% discount is provided to clients who have been with an advisor affiliated with M. Brown for three years or more. Fees are paid monthly, in advance, based on the market value of assets.
Areas of Practice
Advisor Information
Office location
23161 Fashion Drive #304, Estero, FL, 33928-2588
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark is involved in outside insurance sales through various carriers and M. Brown & Associates, spending about a quarter of his time assisting agents and offering fixed and health insurance products. He also serves as Vice President of the Naper Courtyards Condo Association and is a partner in The Ryley Group property management, dedicating a few hours per week to each.