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The fee is billed in advance and is negotiable.","source":"LEFT BRAIN WEALTH MANAGEMENT ADV PART 2A, filed 2 October 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Left Brain Wealth Management use?","answer":"Left Brain Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $313M and Interactive Brokers LLC (Greenwich, CT), with $7.46M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Left Brain Wealth Management have?","answer":"Left Brain Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 6 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 3 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 Left Brain Wealth Management invest in?","answer":"At the end of its last fiscal year, Left Brain Wealth Management’s separately managed accounts held 82% exchange-traded equities, 11% other, 5% registered funds (mutual funds, ETFs, BDCs) and 2% cash and equivalents. 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