Brown Edwards Wealth Strategies

Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies (BEWS) is a registered investment adviser founded in 2014, with $272,978,254 in assets under management on a discretionary basis as of May 31, 2024. BEWS offers investment management services for individuals, retirement plans, trusts, and businesses, creating customized investment portfolios primarily using no-load mutual funds, ETFs, and individual securities. The firm's investment philosophy is rooted in Modern Portfolio Theory, focusing on long-term strategies and diversified portfolios. BEWS may recommend fixed income portfolios and offers financial planning services at no separate fee. The firm generally requires a minimum assets under management of $500,000 per client, with an annual fee starting at 1.25% for the first $500,000. BEWS does not charge performance-based fees and acts as a fiduciary, providing services in clients' best interests. The firm does not vote proxies on behalf of clients and has no disciplinary information. BEWS may receive benefits from Charles Schwab, Fidelity, and DFA, and may compensate for client referrals. Clients should receive quarterly statements from custodians, and BEWS does not have custody of client assets. Clients have the authority to set limitations on investment discretion, and BEWS does not engage in principal or agency cross transactions.