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The fee is billed in advance and is negotiable.","source":"LAKERIDGE DISCLOSURE BROCHURE, filed 6 October 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Lakeridge Wealth Management use?","answer":"Lakeridge Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $724M and Charles Schwab & Co., Inc. (Westlake, TX), with $80.9M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Lakeridge Wealth Management have?","answer":"Lakeridge Wealth Management has 12 investment adviser representatives registered with state securities authorities, out of 22 employees, and 12 perform investment advisory functions. 11 employees are registered representatives of a broker-dealer and 12 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Lakeridge Wealth Management invest in?","answer":"At the end of its last fiscal year, Lakeridge Wealth Management’s separately managed accounts held 76% registered funds (mutual funds, ETFs, BDCs), 12% exchange-traded equities, 8% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Lakeridge Wealth Management?","answer":"Lakeridge Wealth Management’s direct owners are Travis Flandermeyer (50% to 75%) and Brian Distler (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 17 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Lakeridge Wealth Management get paid?","answer":"Lakeridge Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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