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Andrew Corey Brown

Valeo Financial Advisors, LLC

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About Andrew Corey Brown

Andrew Corey Brown is a financial advisor with Valeo Financial Advisors, LLC. Andrew is a Certified Financial Planner who is registered with the state of Indiana and Michigan. Andrew has been in the financial industry since 2008. Andrew's professional experience includes working with clients from a variety of backgrounds and has a particular focus on high-net-worth individuals, corporations, and charitable organizations. Andrew provides financial planning and portfolio management services to both individuals and businesses. Andrew is committed to providing his clients with personalized financial advice and guidance. Andrew is passionate about helping clients reach their financial goals.

Firm Information

Andrew Brown is currently registered with Valeo Financial Advisors, LLC. Valeo Financial Advisors, LLC is an investment advisor based in Carmel, Indiana. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Valeo Financial Advisors, LLC has approximately $8.9 billion in regulatory assets under management.
Valeo Financial Advisors, LLC

10 W. CARMEL DR STE 400

CARMEL, IN 46032-3357

$8.94B

Assets Under Management

Not reported

Total Clients

88

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of client net worth

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Andrew Brown’s Registration & Firm History

MI

04/28/2015 - Present

Valeo Financial Advisors, LLC (ANN ARBOR MI)

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Licenses & Designations

IA

Issued 09/21/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Corey Brown.
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