Brown Financial Advisory

Financial Advisor in Baldwin County, AL

Firm Info
Address: 54 S Greeno Rd, Fairhope, AL 36532, USA
Phone: (251) 928-9498

Firm Size
Assets Under Management: $285.3 million
# of Advisors: 4
# of Clients: 657
Client to Advisor Ratio: 164:1
Average Account Size: $434,282
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Brown Financial Advisory Overview

Brown Financial Advisory is a Fee Only registered investment advisory firm specializing in investment advice only, located in Fairhope, AL. Since its inception in 2014, the firm has been delivering exceptional financial planning services and portfolio management solutions to individuals, small businesses, and institutional clients. Their fee-only model ensures that their clients receive unbiased advice and recommendations, without any conflicts of interest. Brown Financial Advisory offers a range of services that cater to the varied investment needs of their clients. They specialize in creating comprehensive financial plans that help their clients to achieve their financial goals and objectives. Their portfolio management solutions are tailored to meet the specific requirements of each client, ensuring that they receive personalized advice and investment recommendations. In addition to providing portfolio management solutions for individuals and small businesses, Brown Financial Advisory also offers portfolio management services for businesses and institutional clients. They have the expertise to manage any investment portfolio, regardless of its size or complexity. Their pension consulting services provide guidance to clients on how to effectively manage their pension plan, ensuring that they provide adequate retirement benefits to their employees while minimizing costs. Overall, Brown Financial Advisory is a top-tier investment advisory firm that provides exceptional financial planning and portfolio management solutions to their clients.

BROWN FINANCIAL ADVISORY serves a wide range of clients, including both individuals and high net worth individuals, as well as pension or profit sharing plans and charitable organizations. They also serve other corporation types not listed, making their services available to a wide variety of clientele. Regardless of the client type, BROWN FINANCIAL ADVISORY offers flexible fee structures to fit their clients' needs. Clients can choose to pay a percentage of AUM (assets under management), an hourly rate, or a fixed fee depending on the service provided. This ensures that clients can receive personalized financial advice without worrying about unexpected fees or costs. With a comprehensive range of services and fee structures available, BROWN FINANCIAL ADVISORY is well-equipped to serve clients of all types and sizes.

Typical Clients, Fee Structures & Investment Minimum

The note in Brown Financial Advisory's Part 2 Brochure states that they do not have a minimum account size requirement. However, they do have a minimum fee requirement for their Wealth Management Service, which is $1,750 per quarter. This means that clients must pay at least $7,000 per year for the firm's services. The note goes on to state that this minimum fee can be reduced to $1,000 per quarter for immediate family members of existing clients. Therefore, while there is no investment minimum to become a client of Brown Financial Advisory, there is a minimum fee requirement for their Wealth Management Service.

How This Office Can Help Baldwin County, AL Residents

Brown Financial Advisory provides comprehensive financial planning services for clients in Baldwin County, Alabama. The firm understands that individuals in this area have unique financial needs due to the local community and economy. The firm offers services such as retirement planning, investment management, tax planning, and estate planning. Living in Baldwin County, someone may face financial challenges such as planning for retirement in a beach community, managing real estate investments, or navigating tax laws specific to Alabama. Brown Financial Advisory provides customized financial solutions to help address these challenges and achieve financial goals. The firm's experienced advisors provide one-on-one guidance to clients, ensuring that they have a clear understanding of their financial situation and the specific steps needed to achieve their objectives.

To view the Minimum Investment and Fee Schedule for Brown Financial Advisory, visit their Part 2 Brochure.

Services Offered by Brown Financial Advisory

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Brown Financial Advisory most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 54 S Greeno Rd, Fairhope, AL 36532, USA
Phone (251) 928-9498
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Brown Financial Advisory is registered to service clients in the following states:

  • Alabama
  • Louisiana
  • Mississippi
  • Nebraska
  • North Carolina
  • Texas

Disciplinary History

Brown Financial Advisory does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs