| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $5.0M | 1.15% |
| $5M+ | 1.00% |
All fees are negotiable.
215 Shuman Blvd, #304, Naperville, IL, 60563
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Noland owns rental property with his spouse, dedicating minimal time. He is also President and CEO of Left Brain Wealth Management LLC, spending nearly full-time on this role, and is involved with Left Brain Real Estate as CEO, dedicating about 10-20% of his time. Noland also works as an insurance agent through Capitas Financial, committing minimal time.
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.