WILSON & BROWNING, INC.

Overview

Wilson & Browning, Inc. is a small, privately owned corporate advisory firm that focuses on individual and family clients. The firm provides portfolio management for individuals and small businesses and also offers selection of other advisers as part of its advisory services. Ownership is held at the individual level and the firm is identified as a capital allocator; it is not registered as a multi-state or newly formed adviser and does not position itself as a pension consultant. Wilson & Browning does not report active ESG investing as part of its approach. Fee arrangements are mixed: the firm can charge a percentage of assets under management as well as hourly and fixed fees, plus other fee types. Its industry affiliation is listed generically as an investment adviser.

Assets & Accounts

Investments & Alternatives