Teague
Avey
Brown Advisory
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About this Advisor
Teague Avey is a certified financial planner who works out of Charlottesville, Virginia with 4 years of industry experience. Avey is on the advisory team at Brown Advisory. The advisor has gained experience at Heritage Wealth Advisors, Northern Trust Company, Signature Financial Management, Inc and Brown Advisory. Avey is able to serve investors in Virginia. Brown Advisory is a business based out of Norfolk, VA. The firm has offices in two locations and a total of 45 advisors. It handles $7 billion in total assets between its 1,888 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to eight charities and foundations. Of its 1,888 customer accounts, 76% are held by high-net-worth individuals who have greater than $1 million in assets. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules are based on which service is provided. However, fees billed by Brown Advisory may include any combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brown Advisory Brokerage Details
$6,606,613,781
45
1,888
$3,499,266
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Teague Avey Work History
Teague has been registered as a financial advisor for 4 years.*
Brown Advisory
Signature Financial Management, Inc
Heritage Wealth Advisors
Northern Trust Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Teague Avey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Brown Advisory
Norfolk, VA
Richmond, VA
Norfolk, VA
Charlottesville, VA
Norfolk, VA
Norfolk, VA
Charlottesville, VA
Norfolk, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
