Brown Advisory Group, LLC

Brown Advisory Group provides retirement planning, retirement income planning, financial planning and investment advisory services, including asset management and financial wellness counseling, to individuals, trusts, estates, pension and profit‑sharing plans, and high‑net‑worth clients. As with many independent advisers, it provides ongoing portfolio management for individuals and typically charges fees based on a percentage of assets under management.

The firm tailors asset allocations to client goals and risk tolerance using a disciplined process with five risk profiles and a dynamic, tactical asset allocation framework, deploying mutual funds, ETFs, unit investment trusts, equities and occasionally variable annuities, with regular monitoring and rebalancing. It conducts due diligence on third‑party managers and offers analysis and implementation support through platforms and referral arrangements, while also providing planning services that include charitable gift planning and digital‑asset guidance.

Notably, the firm sponsors wrap‑fee programs through Orion and AssetMark — a relatively uncommon arrangement for independent advisers — and discloses serving charitable organizations and acting as an introductory RIA for certain private placements (for example, the MDS 2023‑Shale Development offering). The firm is dually registered to effect securities transactions through a broker‑dealer and discloses related referral, commission and solicitor arrangements and the resulting conflicts of interest in its brochure.