M.brown Financial Advisors
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
5
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
M. Brown Financial Advisors Group offers investment advisory services, including individual portfolio management, Proactive Asset Management Portfolio (PAM), IMPACT Portfolio, Non-Program Accounts, and Retirement Plan Accounts. They also provide sub-advisory services to Ausdal Financial Partners and other registered investment advisors.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.75% |
Fee schedule represents maximum fees; actual fees are negotiable. A 0.10% discount is provided to clients who have been with an advisor affiliated with M. Brown for three years or more.
Fee Estimator
M. Brown charges a percentage of assets under management, with the maximum rates shown in the table. These fees are negotiable and may be lower based on various factors. Clients may also incur transaction fees charged by the custodian, as well as fund-level expenses for mutual funds and ETFs. A 0.10% discount is provided to clients who have been with an advisor affiliated with M. Brown for three years or more. Fees are paid monthly, in advance, based on the market value of assets.
Areas of Practice
Location
2728 Forgue Drive, Suite 100, Naperville, IL, 60564