Miles Brown Asset Management

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Client assets under management

$73,419,034

Clients

101

40% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

Average account size

$726,921

Client services

Financial planning Portfolio management

Fee options

Fixed

Fixed fees for financial planning generally beginning at $1,500, based on projected time required.

Percentage

Typically ranges between 1.75% and 0.50% annually (negotiable, varies by assets under management)

Project-based

Standard billing rates ranging from $300 to $500 per hour.

Other

Account minimum: $500,000 minimum generally; $5,000 minimum for Institutional Intelligent Portfolio (IIP) Fee-only: Fee-only basis; no commissions accepted.

Main office location

Miles Brown Asset Management

4863 Old Redwood Highway, Suite B

Santa Rosa CA 95403, United States

Number of offices

Most active in

California

Disclosures

Business activities & affiliations

Is active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Website 707-595-8702

Advisors at this firm

Daniel B

Series 66

San Rafael, CA

Miles Brown Asset Management

Daniel Brown is a financial advisor at Miles Brown Asset Management with 19 years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial from 2012 to 2016. He has been with his current firm since 2016. Miles Brown Asset Management serves clients with a supported firm model and has a small team of two advisors.

Paul K

Series 65

Nipomo, CA

Miles Brown Asset Management

Paul Kramer is a financial advisor at Miles Brown Asset Management with a Series 65 credential and one year of experience in the industry. Before joining his current firm, he worked in various roles across healthcare and technology companies, including Vision Dental Plan Inc and OhmConnect Inc. Miles Brown Asset Management is a small firm that provides financial advisory services, serving clients with personalized investment guidance.

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