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The fee is billed in advance and is negotiable.","source":"PART 2A: FIRM BROCHURE, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does LJI Wealth Management use?","answer":"LJI Wealth Management’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $832M and Nationwide Trust Company FSB (Columbus, OH), with $159M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does LJI Wealth Management have?","answer":"LJI Wealth Management has 13 investment adviser representatives registered with state securities authorities, out of 13 employees, and 13 perform investment advisory functions. 0 employees are registered representatives 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 LJI Wealth Management invest in?","answer":"At the end of its last fiscal year, LJI Wealth Management’s separately managed accounts held 78% registered funds (mutual funds, ETFs, BDCs), 9% exchange-traded equities, 7% cash and equivalents, 2% U.S. government and agency bonds, 2% state and local bonds, 1% investment grade corporate bonds and 1% derivatives.","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 LJI Wealth Management?","answer":"LJI Wealth Management’s direct owners are Layton John (50% to 75%), Bradley Owens (5% to 10%), Joshua John (5% to 10%), Daniel Lucas (5% to 10%) and Jonathan Russell (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 27 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does LJI Wealth Management get paid?","answer":"LJI Wealth Management is paid through a percentage of assets under management, hourly charges, fixed fees and commissions. 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