Assets Under Management
$4.3B
Number of Clients
248
Number of Advisors
16
Average Client AUM
$17.2M
AUM per Advisor
$266.9M
Compensation
Fixed/Hourly
Brownson, Rehmus & Foxworth, Inc. offers personalized financial counseling and non-discretionary investment advisory services to individuals, high-net-worth individuals, trusts, estates, private foundations, qualified retirement plans, and senior corporate executives. The firm does not receive commissions and is not affiliated with entities that sell financial products or securities.
The firm charges a base fee negotiated with each client, typically varying from 0.15% to 1.00% of assets under management or advisement, depending on factors like asset size, complexity of services, and time requirements. Minimum annual fees tend to start at $25,000. Ad-hoc or project-based consultations are billed hourly, ranging from $150 to $500 per hour.
227 West Monroe Street, Suite 1800, Chicago, IL, 60606