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Ernight Express Mail To: Brown Advisory Funds c/o U.S. Bancorp Fund Services, LLC 615 E. Michigan St., FL3 Milwaukee, WI 53202-5207 In compliance with the USA PATRIOT Act, all financial institutions (including mutual funds) are required to obtain, verify and record the following information for all registered owners or others who may be authorized to act on an account: full name, date of birth, Social Security number and permanent street address. Corporate, trust, and other entity acc.
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Bancorp FAQ
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Brown Advisory has been a private, independent and colleague-owned firm since 1998. Every colleague is an equity owner, and together our colleagues own approximately 70% of the firm. The remaining 30% is owned by select outside investors who provide insight, perspective and stability.
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Brown Advisory generally requires that accounts must hold at least $5 million in investment assets in order to be accepted for management.
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Generally, having between $50,000 and $500,000 of liquid assets to invest can be a good point to start looking at hiring a financial advisor. Some advisors have minimum asset thresholds. This could be a relatively low figure, like $25,000, but it could $500,000, $1 million or even more.
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Employees rate Brown Advisory 4.3 out of 5 stars based on 94 anonymous reviews on Glassdoor.
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Brown Advisory is a registered investment advisor (RIA) headquartered in Baltimore that has been providing active investment management services since 1993.
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Any minimums in terms of investable assets, net worth or other metrics will be set by individual wealth managers and their firms. That said, a minimum of $2 million to $5 million in assets is the range where it makes sense to consider the services of a wealth management firm.
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How do employees rate Brown Advisory? Employees rate Brown Advisory 4.3 out of 5 stars based on 94 anonymous reviews on Glassdoor.
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There are no minimum balance requirements or account maintenance fees associated with the account (other fees may apply), and a client's interaction with Morgan Stanley will be primarily through electronic communications and online resources.
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