”
How does the advisor help clients – Key Takeaways:
BROWN WEALTH MANAGEMENT, LLC is a financial advisory firm that is committed to helping clients achieve their financial goals through personalized and comprehensive wealth management services. They focus on building long-term relationships with their clients and providing them with expert financial guidance.
- The firm offers a range of financial services, including investment management, retirement planning, tax planning, and estate planning.
- BROWN WEALTH MANAGEMENT, LLC works with a variety of client types, including individuals, families, and businesses.
- They have a team of experienced and knowledgeable advisors who are dedicated to understanding their clients’ unique needs and creating tailored solutions to help them reach their financial objectives.
Their client-centric approach and commitment to providing top-notch financial services make them a trusted and reliable choice for individuals and businesses seeking financial guidance.
Facts and Insights
BROWN WEALTH MANAGEMENT, LLC has been in business for 20 years and has a team of 15 advisors. Their assets under management total $1.5 billion, making them a well-established and successful firm in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 15 | 20 years |
Financial Services Offered
BROWN WEALTH MANAGEMENT, LLC provides a wide range of financial services to help clients achieve their financial goals and protect their assets. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Education planning
- Wealth transfer strategies
- Charitable giving planning
Client Types
BROWN WEALTH MANAGEMENT, LLC serves a diverse range of clients, including:
- Individuals
- Families
- Businesses
No matter the client type, they strive to deliver personalized financial solutions tailored to each client’s unique needs and goals.
Fees & Compensation
As a fee-only financial advisory firm, BROWN WEALTH MANAGEMENT, LLC is committed to providing transparent and unbiased financial services to their clients. They do not earn commissions or receive any other form of compensation for recommending specific products or services. Instead, they charge a percentage of assets under management as their fee, ensuring that their interests are aligned with their clients’ best interests.
Background
BROWN WEALTH MANAGEMENT, LLC was founded in 2001 by John Brown, a seasoned financial advisor with over 30 years of industry experience. Since its inception, the firm has grown to become a trusted and reputable name in the financial advisory world, thanks to their commitment to providing high-quality and personalized services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, BROWN WEALTH MANAGEMENT, LLC is required to disclose any potential conflicts of interest to their clients. They do so through Form ADV, which can be found on the SEC’s website. This form includes information about the firm’s services, fees, and any disciplinary actions or legal proceedings involving the firm or its advisors.