Overview
- Headquarters
- Lake Zurich, IL
- Total Firm Assets
- $196 million
- Average High-Net-Worth Client Portfolio Size
- $3.8 million
Fee Disclosure
Source: TRUEMAN BROWN, LLC DISCLOSURE BROCHURE (2026-03-25) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $3,500,000 | 0.75% |
| $3,500,001 | $7,000,000 | 0.65% |
| $7,000,001 | $10,000,000 | 0.60% |
| $10,000,001 | $15,000,000 | 0.55% |
| $15,000,001 | $20,000,000 | 0.45% |
| $20,000,001 | and above | 0.25% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $38,500 | 0.77% |
| $10 million | $69,500 | 0.70% |
| $50 million | $194,500 | 0.39% |
| $100 million | $319,500 | 0.32% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 87.44%
- Number of High-Net-Worth Clients
- 45
- Total Client Accounts
- 373
- Discretionary Accounts
- 372
- Non-Discretionary Accounts
- 1
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 141602
- TRUEMAN BROWN, LLC DISCLOSURE BROCHURE (2026-03-25) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗