Pure Benchmarks · Portfolio Benchmark Report
Is Your Brown Brothers Harriman Portfolio Underperforming?
Brown Brothers Harriman runs an advisor-led model, pairing a personal advisor with managed products that sit on top of an advisory fee.
Pure Benchmarks ranks real Brown Brothers Harriman portfolios against thousands of other verified investor portfolios across nine standardized risk categories, from 100% equity to 90% fixed income. Every portfolio is recategorized daily from actual end-of-day holdings, and Community Nests shows exactly where your Brown Brothers Harriman portfolio ranks against other real Brown Brothers Harriman clients in the same risk category — built entirely from verified portfolio data, with no firm that manages money able to see any data point on the platform.
Why your Brown Brothers Harriman portfolio can lag a pure index baseline
The full-service fee stack. Full-service advisory models layer an advisory fee on top of managed-product expense ratios and commission-driven product selection. Each layer is small on its own, but together they create a structural cost drag that compounds against a low-cost index baseline year after year.
What to review on a Brown Brothers Harriman portfolio
- Confirm whether the advisory fee is separate from the costs of the managed products held in the account.
- Compare how the advisor-selected mix has tracked a simple index baseline over multiple years.
Illustrative 10-year comparison — a standard managed portfolio versus a pure index baseline. Figures are illustrative only.
| Year | Standard managed portfolio | Pure index baseline | Gap |
|---|---|---|---|
| Year 1 | $105,200 | $107,000 | -$1,800 |
| Year 3 | $116,400 | $122,500 | -$6,100 |
| Year 5 | $128,700 | $140,300 | -$11,600 |
| Year 7 | $142,300 | $160,600 | -$18,300 |
| Year 10 | $165,100 | $196,700 | -$31,600 |
See exactly where your Brown Brothers Harriman portfolio stands.
One clean report against a pure index baseline. No email required.
See Your Free Benchmark ReportCompare other firms
- Is your Whittier Trust portfolio underperforming?
- Is your Pathstone portfolio underperforming?
- Is your Cerity Partners portfolio underperforming?
- Is your Sequoia Financial Group portfolio underperforming?
- Is your Comerica Securities portfolio underperforming?
- Is your Heartland Financial Advisors portfolio underperforming?
New here? Read the Pure Benchmarks blog or the portfolio benchmarking FAQ.
Answer the bigger questions
- Is Your Financial Advisor Doing a Good Job?
- What If You Had Switched Financial Advisors?
- How Do You Know If Your Portfolio Changes Worked?
- Can You Track Your Financial Advisor's Decisions?
- Are Your Financial Advisor's Decisions Working?
- How to Tell If Your Advisor Is Making Good Investment Decisions
- The Financial Advisor Decision Tracker Built for the Client
- Did Your Financial Advisor Make the Right Decisions?
This page is an information baseline for comparison only. It is not investment advice and not a recommendation to buy, sell, replace, or transfer any specific asset, account, or firm. Past performance does not guarantee future results. All figures shown are illustrative.