Advisor at Shearwater Capital
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Firm
Shearwater Capital
Location
Denver, CO 80222
Credentials
CFA®, Series 65
Industry experience
26 years
Jeffrey Brown is a CFA® charterholder and holds a Series 65 license, with 26 years of experience in the financial industry. He has been with Shearwater Capital since 1999 and concurrently serves as Professor and Chair of the Department of Radiology at Saint Louis University School of Medicine since 2011. Shearwater Capital advises individuals, families, high-net-worth clients, qualified retirement plans, and trusts, providing investment management and comprehensive financial planning. The firm emphasizes a scientific, long-term investment approach focused on broad global diversification, tax efficiency, and low-cost, primarily passive investment products.
Based on Shearwater Capital
Based on Shearwater Capital
<$100,000 - $100,000: 0.85% $100,000 - $250,000: 0.75% $250,000 - $500,000: 0.65% $500,000 - $1,000,000: 0.55% $1,000,000 - $2,500,000: 0.45% $2,500,000 - $5,000,000: 0.35% $5,000,000 - $10,000,000: 0.25% >$10,000,000+: 0.15%
Account minimum: $500,000 Fee-only: Fee-only investment advisory firm, investment management fees only
2000 S Colorado Blvd. Tower 1, Suite 2000 1148
Denver, CO 80222
California · Colorado · Florida · Illinois · Missouri · Texas
Saint Louis University
2011 - Present (15 years)
Shearwater Capital, LLC
1999 - Present (27 years)
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