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
410 East Water Street, Suite 500, Charlottesville, VA, 22902
Get directionsRegulatory History
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