Browning Capital Management LLC fees and pricing
Financial planner in Sisters, Oregon. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 20, 2026, Browning Capital Management LLC charges an annual fee of $50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $50,000/yr
“The minimum annual fee is $50,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Browning Capital Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We either bill fees in arrears or in advance on a quarterly basis.”
- “Any fees that are due, but have not been paid, will be billed to you and are due immediately.”
- “Fees are charged quarterly, either in advance or in arrears.”
How Browning Capital Management LLC’s fees compare
- Its annual fee of $50,000 is above the Oregon median of $7,750. 100% of the 33 other Oregon planners that publish an annual fee charge less.
About Browning Capital Management LLC
“We provide various asset management and family office services with an emphasis on financial planning.”
- Firm size: 2 employees.
- Founded: 2013 (13 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Minimum
- No minimum stated in brochure
- Clients
- 36
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
- Assets managed
- $45,353,061
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 169271
- Phone
- (949) 439-7457
Can advise clients in 2 states: California, Oregon
Other planners in Oregon that publish fees
- 2260 WestBend$450/hr, $3,000
- 5 Star InvestingMilton-freewater$250/qtr
- Aegis Financial AdvisoryLake Oswego$250/hr, $500
- Aerodigm Wealth LLCLake Oswego$225-$355/hr
- Aim AdvisorsBeaverton$250/hr, $500-$1,000
- Alongside Financial PartnersBend$15,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.