Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Brown Advisory discloses a tiered schedule starting at 1.25% in its Form ADV Part 2A (March 25, 2026). Converted to dollars, that runs $6,250 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
Fee schedules at comparable advisory firms: Amerant Investments Fees (2026), Ameriprise Fees (2026) and AmeriServ Wealth Advisors Fees (2026).
The published numbers
From the Form ADV Part 2A (March 25, 2026): “PRIVATE CLIENT PORTFOLIOS LESS THAN $5 MILLION 1.25% on the first $3 million under management 1.00% on the next $2 million under management”
Note: CRD 110181 independently re-verified ACTIVE/isSECRegistered=Y, SEC file 801-38826, Baltimore HQ. Brown Advisory presents TWO Private Client schedules: ‘GREATER THAN $5 MILLION’ (1.00/0.75/0.50/0.35/0.30%) is the standard schedule for its typical $5M+ minimum client; ‘LESS THAN $5 MILLION’ (used here) applies only where the $5M minimum is waived, which is the schedule that actually prices a $250k-$2M client. No dollar-denominated minimum annual fee is stated.
- First $3 million: 1.25%
- Next $2 million: 1.00%
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $3,125 | 1.25% |
| $500,000 | $6,250 | 1.25% |
| $1,000,000 | $12,500 | 1.25% |
| $2,000,000 | $25,000 | 1.25% |
Brown Advisory’s standard, $5,000,000-minimum schedule (1.00%/0.75%/0.50%/0.35%/0.30%) does not apply below that minimum. All four benchmark balances shown here fall below $5,000,000, so this page prices the brochure’s own explicit sub-$5,000,000 waived-minimum schedule instead (1.25% on the first $3,000,000, 1.00% on the next $2,000,000, marginal), which is the schedule that actually governs a client at these balances. No dollar-denominated minimum annual fee is stated.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Brown Advisory’s own published rate runs $6,250 a year.
Comparing Brown Advisory against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Form ADV Part 2A (March 25, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1037550
- SEC Investment Adviser Public Disclosure, Brown Advisory LLC (CRD #110181): https://adviserinfo.sec.gov/firm/summary/110181
- Brown Advisory LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/110181/PDF/110181.pdf
Methodology. This page was built September 28, 2026, drawing on Brown Advisory’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Weighing whether to move ahead? Read the full Brown Advisory review.
Is Brown Advisory a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See Brown Advisory’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing Brown Advisory against other options? See Brown Advisory alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.
How does this compare? See the annual fee on $500,000 at 165 advisory firms, each from the firm’s own filing.