Brian Dress is a registered investment advisor at Left Brain Wealth Management, LLC, based in Naperville, IL, with 5 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 203 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $5.0M | 1.15% |
| $5M+ | 1.00% |
All fees are negotiable.
Fee Estimator
Location
215 Shuman Blvd, #304, Naperville, IL, 60563
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Left Brain Wealth Management, LLC
State Registrations1 state
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