Brownlee Wealth Management

Brownlee Wealth Management (BWM) is a registered Investment Adviser based in The Woodlands, TX, established in 2019. The firm specializes in providing investment management and ongoing financial planning services to individuals, high net-worth individuals, and corporations, with a focus on employees of large energy companies. BWM offers services such as project-based financial planning and investment management, with a minimum account size of $2,000,000 and a minimum fee of $20,000. Clients can choose to have discretionary or non-discretionary management of their accounts. The firm practices passive investment management based on Modern Portfolio Theory principles, emphasizing long-term investment strategies and diversification. BWM does not offer performance-based fees or engage in side-by-side management. The firm's investment process is guided by the principles of risk aversion, market efficiency, and portfolio diversification. BWM does not receive soft dollar benefits and does not compensate third parties for client referrals. Clients have the option to choose their custodian and may direct the firm to use a specific broker-dealer for transactions. BWM reviews client accounts quarterly and does not vote client proxies. The firm has no financial commitments impairing its ability to meet client obligations.