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How does the advisor help clients – Key Takeaways:
BROWN ADVISORY GROUP, LLC offers a range of financial services to help clients achieve their financial goals. Their team of experienced advisors provides personalized strategies and guidance tailored to each individual’s unique needs and circumstances.
- Provides personalized financial strategies to help clients achieve their goals
- Experienced team of advisors with a wide range of expertise
- Tailored approach to address individual client needs and circumstances
Facts and Insights
Founded in 1993, BROWN ADVISORY GROUP, LLC has been serving clients for over 25 years. With a client-centric approach and a team of experienced advisors, they have established a strong reputation in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $20 billion | 100+ | 25+ years |
Financial Services Offered
BROWN ADVISORY GROUP, LLC offers a comprehensive range of financial services to help clients effectively manage their wealth and reach their financial goals. Their services include:
- Portfolio management
- Retirement planning
- Estate planning
- Tax planning and management
- Wealth transfer strategies
- Insurance solutions
- Education planning
Client Types
BROWN ADVISORY GROUP, LLC works with a diverse range of clients, including individuals, families, businesses, and institutions. Their team of advisors has the expertise and resources to cater to the unique needs of each client.
Fees & Compensation
BROWN ADVISORY GROUP, LLC operates on a fee-based compensation model, which means they are compensated through a combination of asset-based fees and hourly rates for their services. This ensures that their interests are aligned with their clients’ and they are committed to providing sound financial advice that is in the best interest of their clients.
Background
BROWN ADVISORY GROUP, LLC is a registered investment advisor (RIA) headquartered in Baltimore, Maryland. They are a privately-owned firm with a team of over 100 advisors spread across multiple locations in the United States. Their team includes highly qualified and experienced professionals with diverse backgrounds in finance, accounting, law, and other related fields.
Financial Advisor Disclosures to Know
As a registered investment advisor, BROWN ADVISORY GROUP, LLC is dedicated to transparency and operates in accordance with all applicable laws and regulations. Their Form ADV, which is available on the Securities and Exchange Commission’s (SEC) website, outlines any potential conflicts of interest and other important information for clients to consider.