Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable depending on the size and type of account, the investments in the account, and the services required.
Fee Estimator
Brown Advisory charges investment advisory fees as a percentage of assets under management or as a flat fee. The standard AUM fee is 1.00% per year on the first $1,000,000; 0.75% on the next $2,000,000; 0.65% on the next $2,000,000; and 0.50% on assets greater than $5,000,000. Fees are negotiable depending on the size and type of account, the investments in the account, and the services required. Accounts must hold at least $5 million in investment assets in order to be accepted for management, but this may be waived.
Areas of Practice
Advisor Information
Office location
101 W. Main Street, Suite 700, Norfolk, VA, 23510-1676
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 Activities
Rupal is a partner in R.K. Management LLC, doing business as Howard Johnson Inn, a hospitality business. Rupal dedicates minimal time to this activity, with discretionary oversight as needed.