Tweedy, Browne Company LLC

CRD#6857
Investment Advisor Firm

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Learn more about Tweedy, Browne Company LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Tweedy, Browne Company LLC is located at One Station Place, Stamford, CT. The firm employs 11 financial advisors to manage client portfolios and provide financial guidance. Tweedy, Browne Company LLC is not a registered broker-dealer.

    Tweedy, Browne Company LLC oversees $8.9 billion in assets under management across 242 accounts, all of which are discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The firm caters to retail investors, high net worth investors, investment companies, pooled investment vehicles, pension plans, and charitable organizations, with high net worth investors being the largest client type by accounts. The fee structure at Tweedy, Browne Company LLC is asset-based. The firm has 165 high net worth clients and maintains affiliations with a broker-dealer or securities dealer and a commodity pool advisor.

    Tweedy, Browne Company LLC is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

    Assets Under Management

    $8.9 billion

    Number of Advisors

    11

    Disclosures

    No

    Office Location

    One Station Place
    Stamford, CT 06902

    Tweedy, Browne Company LLC by the Numbers

    Total Assets Under Management

    $8.9 billion

    National Average: $8.6 billion
    Total Number of Employees

    42

    National Average: 64
    Total Number of Accounts

    242

    National Average: 375,227
    Average Account Size

    $36.6 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees charged by financial advisors usually vary depending on the type of services provided. Fees billed by Tweedy, Browne Company LLC typically consist of the following fee structure: asset-based.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The company does business with a broad range of investors. It caters to retail investors, high net worth investors, investment companies, pooled investment vehicles, pension plans, and charitable organizations. Out of its 6 clients, Tweedy, Browne Company LLC's biggest client group by number of accounts is investment companies, though it also caters to 165 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management or a net worth of at least $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 68.75%
    • Other Individuals - 15%
    • Corporations - 11.25%
    • Charitable Organizations - 5%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Tweedy, Browne Company LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Tweedy, Browne Company LLC

    Aaron Ewert
    Stamford, CT
    John Hill
    Stamford, CT
    Peter Onghena
    Stamford, CT
    Roger De Bree
    London,
    Jason Minard
    Stamford, CT
    Frank Hawrylak
    Stamford, CT
    Thomas Shrager
    Stamford, CT
    John Spears
    Stamford, CT
    Robert Wyckoff
    Stamford, CT

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