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The fee is billed in advance and is negotiable.","source":"FORM ADV PART 2A: FIRM BROCHURE, filed 23 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Prentice Wealth Management use?","answer":"Prentice Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $543M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Prentice Wealth Management have?","answer":"Prentice Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 14 employees, and 4 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 4 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 Prentice Wealth Management invest in?","answer":"At the end of its last fiscal year, Prentice Wealth Management’s separately managed accounts held 64% registered funds (mutual funds, ETFs, BDCs), 19% exchange-traded equities, 8% investment grade corporate bonds, 5% cash and equivalents, 2% other, 1% U.S. government and agency bonds and 1% state and local bonds. 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