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Brown Edwards Wealth Strategies

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Total assets under management

$330,683,413

Total clients

200

37% high-net worth

Total advisors

7

of 7 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

29

Average account size

$1,653,417

Client services

Portfolio management Pension consulting Selection of other advisers

Fee options

Percentage

$0 - $500,000: 1.25% $500,000 - $1,000,000: 0.90% $1,000,000 - $2,000,000: 0.70% $2,000,000 - $3,000,000: 0.50% $3,000,000 - $5,000,000: 0.40% $5,000,000+: 0.35%

Other

Account minimum: $500,000 Minimum fee: $5,000 minimum annual fee for Investment Management Services Fee-only: Investment management and employee benefit plan advisory fees charged as percentage of assets under management, no commissions

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Brown Edwards Wealth Strategies

828 Main Street, Suite 1401

Lynchburg VA 24504, United States

Number of offices

14

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 434 948-9000

Advisors at this firm

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Antony R

Series 65

Bristol, TN

Brown Edwards Wealth Strategies
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Harry S

Series 65

Roanoke, VA

Brown Edwards Wealth Strategies
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Kelli V

PFS™

Lynchburg, VA

Brown Edwards Wealth Strategies
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Ryan M

Series 65

Lynchburg, VA

Brown Edwards Wealth Strategies
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Brad B

Series 66

Midlothian, VA

Brown Edwards Wealth Strategies
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Joshua L

Series 65

Lynchburg, VA

Brown Edwards Wealth Strategies
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Mark W

Series 65

Lynchburg, VA

Brown Edwards Wealth Strategies
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Jacob F

CFP®

Glen Allen, VA

Brown Edwards Wealth Strategies
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