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The fee is billed in advance, is negotiable and has a $10,000 annual minimum.","source":"HEADINVEST LLC BROCHURE, filed 19 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does HeadInvest use?","answer":"HeadInvest’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $892M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does HeadInvest have?","answer":"HeadInvest has 7 investment adviser representatives registered with state securities authorities, out of 13 employees, and 6 perform investment advisory functions. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}