Tweedy, Browne Company LLC

CRD#6857
Investment Advisor Firm

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Overview

Tweedy, Browne Company LLC operates as an advisory firm based in Stamford, Connecticut. Tweedy, Browne Company LLC has $15.0 billion in assets across 336 accounts, placing it among the largest financial advisory firms in the United States by assets under management (AUM). It has an average-sized group of 46 employees, including 13 financial advisors. Tweedy, Browne Company LLC does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are exchangable financial investments such as options, bonds and equities.

Tweedy, Browne Company LLC administers all of its client assets in a discretionary manner. Discretionary management signifies that buy and sell judgments are made by a portfolio manager without requiring the customer's approval. The company's average account size is $44.6 million. The typical financial advisor at Tweedy, Browne Company LLC oversees around 26 client accounts, making it about average in terms of personalization.

The firm's headquarters is at One Station Place, Stamford, Connecticut 6902. The company is legally permitted to provide services to investors across 51 U.S. states and territories.

Assets Under Management

$15.0 billion

Number of Advisors

13

Disclosures

No

Office Location

One Station Place
Stamford, CT 06902

Tweedy, Browne Company LLC by the Numbers

Total Assets Under Management

$15.0 billion

National Average: $3.7 billion
Total Number of Employees

46

National Average: 29
Total Number of Accounts

336

National Average: 2,073
Average Account Size

$44.6 million

National Average: $1.8 million

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Fee Structure

Financial management fees depend on which services the firm provides the client. Fee types billed by the firm most likely include the following fee structures: asset-based or performance-based. Tweedy, Browne Company LLC does not participate in a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.

Available

  • Offered by 74% 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.

  • Offered by 17% of firms

    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.

Unavailable

  • Find one of the 35% 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 2% 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 1% 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 40% 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 12% 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

Tweedy, Browne Company LLC works with a number of different investors. The company works with retail investors, high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities and corporations. Out of its 336 accounts, Tweedy, Browne Company LLC's biggest client type is high net worth investors, but it also serves 232 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Around 11% of the firm's customers reside abroad.

  • High-Net-Worth Individuals* - 69.05%
  • Other Individuals - 10.42%
  • Corporations - 14.58%
  • Charitable Organizations - 5.95%

* 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

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

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This content was compiled from the SEC and FINRA