Brown Edwards Wealth Strategies's Form ADV discloses 1.25% on the first $500,000, 0.90% on the next $500,000, 0.70% on the next $1 million, 0.50% on the next $1 million, 0.40% on the next $2 million, and 0.35% on assets above $5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #173559), Brown Edwards Wealth Strategies is subject to fiduciary duty under federal law.
Brown Edwards Wealth Strategies is headquartered in LYNCHBURG, VA.
Brown Edwards Wealth Strategies serves 105 high-net-worth clients according to their SEC filing dated August 31, 2026. View client details ↓
According to their SEC Form ADV, Brown Edwards Wealth Strategies offers portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
Brown Edwards Wealth Strategies manages $403 million in client assets according to their SEC filing dated August 31, 2026.
According to their SEC Form ADV, Brown Edwards Wealth Strategies serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓