M. K. Brown Wealth Advisory, Llc (Kettering)
M. K. Brown Wealth Advisory, Llc Is an Adviser Based in Kettering. It Manages $55 Million of Regulatory Assets for 130 Client Accounts. It Has Been Registered...
M.K. Brown Wealth Advisory, LLC is an adviser based in Kettering. It manages $55 million of regulatory assets for 130 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Florida, Ohio, and Texas.
M.K. Brown Wealth Advisory provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
M.K. Brown Wealth Advisory: assets under management
The assets under management (AUM) of M.K. Brown Wealth Advisory, LLC is $55 million. The company doesn't manage any assets belonging to foreign clients.
The firm manages $45 million in discretionary accounts and $10 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $409.09 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $500 thousand.
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Fees & Commissions
The advisory firm has several streams of revenue. Clients pay M.K. Brown Wealth Advisory, LLC for their services and products based on a percentage of assets under management, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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