Wilson & Browning, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wilson & Browning provides discretionary investment management and voluntary financial planning to a small client base (about 42 clients and roughly $18.5 million in assets under management), serving individuals, high‑net‑worth clients, retirement plans, trusts, estates, charitable organizations and business entities. Services include portfolio management using mutual funds and individual securities, written financial plans, an initial evaluation meeting (first hour complimentary), and quarterly performance reports.
The firm combines fundamental and technical analysis in its investment process, reviews public filings and third‑party research, and generally targets a 12–18 month investment horizon to manage tax treatment and trading costs. Portfolio monitoring is continual, with routine quarterly reporting and client communication that can trigger rebalancing or sales when holdings meet appreciation objectives or experience adverse developments.
A notable feature of the firm is its formal referral and solicitation relationships with independent third‑party investment advisers, including written agreements to share fees and to act as a consultant for clients whose assets are managed by those managers—an arrangement that is uncommon among independent single‑advisor firms. The firm does not take custody of client assets and supports these third‑party relationships by gathering client information, reviewing manager reports, and assisting clients in evaluating third‑party services.
Client services
Expertise
Fee options
Written financial plans generally quoted on a flat fee basis, payable upon billing after presentation of the plan.
$50,000 - $150,000: 1.25% $150,001 - $750,000: 1.00% $750,001 - $1,500,000: 0.85% $1,500,001 - $3,000,000: 0.80% Over $3,000,000+: 0.75%
$150 to $200 per hour for planner; $65 to $85 per hour for administrative; $25 to $40 per hour for clerical; initial evaluation hourly rate $150 to $200.
Account minimum: $50,000 Fee-only: Fee Based Investment Adviser, no commissions charged to clients.
Main office
29425 Chagrin Blvd. #104
Pepper Pike OH 44122
Advisors at this office
1
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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