Brown Financial Advisory's Form ADV discloses 1.00% on the first $500,000, 0.85% on the next $500,000, 0.65% on the next $1 million, 0.50% on the next $3 million, 0.35% on the next $5 million, 0.20% on the next $15 million, and negotiable rates above $25 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #155548), Brown Financial Advisory is subject to fiduciary duty under federal law.
Brown Financial Advisory is headquartered in FAIRHOPE, AL.
Brown Financial Advisory serves 154 high-net-worth clients according to their SEC filing dated March 12, 2026. View client details ↓
According to their SEC Form ADV, Brown Financial Advisory offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
Brown Financial Advisory manages $468 million in client assets according to their SEC filing dated March 12, 2026.
According to their SEC Form ADV, Brown Financial Advisory serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓