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
2728 Forgue Dr, Suite 100, Naperville, IL, 60564
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
Charles is an insurance agent selling life and health insurance, dedicating minimal time to this activity. He is also the HOA president for The Manors of White Eagle Home Owners Association, assisting with financial decisions and spending minimal time on this role.