M.K. Brown Wealth Advisory's Form ADV discloses 2.25% on the first $1 million, 2.00% on the next $1 million, 1.75% on the next $3 million, 1.50% on the next $5 million, and 1.25% on assets above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #121269), M.K. Brown Wealth Advisory is subject to fiduciary duty under federal law.
M.K. Brown Wealth Advisory is headquartered in OAKWOOD, OH.
M.K. Brown Wealth Advisory serves 42 high-net-worth clients according to their SEC filing dated February 26, 2026. View client details ↓
According to their SEC Form ADV, M.K. Brown Wealth Advisory offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
M.K. Brown Wealth Advisory manages $166 million in client assets according to their SEC filing dated February 26, 2026.
According to their SEC Form ADV, M.K. Brown Wealth Advisory serves high-net-worth individuals and institutional clients. View client details ↓