Brownson, Rehmus & Foxworth, Inc
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Overview
Brownson, Rehmus & Foxworth, Inc is located at 227 West Monroe Street, Chicago, IL. The firm employs 14 financial advisors to manage client portfolios and provide financial guidance. Brownson, Rehmus & Foxworth, Inc is not a registered broker-dealer.
Brownson, Rehmus & Foxworth, Inc oversees $4.0 billion in assets under management across 3,496 accounts, all of which are non-discretionary. Over the past year, the firm has provided financial planning services to between 251 and 500 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The firm caters to high net worth investors, with high net worth investors being the largest client type by accounts. The fee structure at Brownson, Rehmus & Foxworth, Inc includes asset-based, hourly, and fixed fees. The firm has 248 high net worth clients.
Brownson, Rehmus & Foxworth, Inc is registered in the states of California, Colorado, Connecticut, Florida, Illinois, Massachusetts, New Hampshire, New York, Ohio, Pennsylvania, Texas, Virginia, and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Brownson, Rehmus & Foxworth, Inc by the Numbers
$4.0 billion
25
3,496
$1.2 million
Products and Services
Brownson, Rehmus & Foxworth, Inc offers a number of financial services, including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. In the prior fiscal year, Brownson, Rehmus & Foxworth, Inc provided financial planning services to 251-500 of its customers. It does not sell products or offer services apart from investment advisory services to its investment advisory customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees usually vary depending on which service is provided. Fees billed by Brownson, Rehmus & Foxworth, Inc most likely include any blend of the following fee types: asset-based, hourly, or fixed.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It caters to high net worth investors. Brownson, Rehmus & Foxworth, Inc's biggest client group by number of accounts is high net worth investors, but it also caters to 248 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of at least $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 100%
- Other Individuals - 0%
- Corporations - 0%
- Charitable Organizations - 0%
* 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
Brownson, Rehmus & Foxworth, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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