Left Brain Wealth Management, LLC
Assets Under Management
$310.4M
Number of Clients
203
Number of Advisors
4
Avg. Portfolio per Client
$1.5M
Avg. Managed per Advisor
$77.6M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Left Brain Wealth Management (LBWM) is an independent firm providing asset management and financial planning services to individuals, trusts, corporations, and other entities. LBWM manages investments based on client goals and risk tolerance. They also offer financial planning services, including asset allocation, retirement planning, and cash flow projections. LBWM may use third-party service providers for tax and estate planning assistance.
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
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Location
215 Shuman Blvd, #304, Naperville, IL, 60563