Brown Advisory
Assets Under Management
$121.9B
Number of Clients
4,063
Number of Advisors
26
Average Client AUM
$30.0M
AUM per Advisor
$4.7B
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Brown Advisory offers investment management services across equity, fixed income, and balanced portfolios to institutions, high net worth individuals, endowments, foundations, and other organizations. They provide active investment strategies and strategic advisory services, customizing advice to meet client goals and objectives. Affiliates manage private funds investing in public equity, private equity, hedge funds, and venture capital.
Fee Structure
Brown Advisory charges fees based on a percentage of assets under management. Fees are negotiable and may vary depending on client circumstances, scope of services, and account size. For Private Clients with portfolios greater than $5 million, the standard fee schedule starts at 1.00% on the first $5 million. For portfolios less than $5 million, the fee is 1.25% on the first $3 million and 1.00% on the next $2 million. Endowments & Foundations fees are negotiated, with maximum fees generally 0.75%. OCIO client maximum fees are generally 0.30%. Private equity fund-of-funds management fees typically range from 0.0% to 0.50% per annum. Venture capital fund management fees generally range from 1.5% to 2%. Hedge fund-of-funds management fees typically range from 0.40% to 1.25%.
Areas of Practice
Location
901 South Bond Street, Suite 400, Baltimore, MD, 21231-3340