Brown Advisory
Assets Under Management
$7.3B
Number of Clients
234
Number of Advisors
17
Average Client AUM
$31.3M
AUM per Advisor
$430.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Brown Advisory offers investment management, strategic planning, cash management, tax organization, risk management, estate planning, household administration, and philanthropic planning. Services are tailored to individual client needs, with portfolios reflecting risk tolerance, liquidity needs, and time horizon. They invest globally in active and passive strategies.
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
Location
101 W. Main Street, Suite 700, Norfolk, VA, 23510-1676