Left Brain Wealth Management (LBWM) provides investment management and financial planning services. Investment management is based on the client's goals, risk tolerance, and financial situation. Financial planning services may include asset allocation, retirement planning, cash flow projections, and insurance planning. LBWM also offers one-time 401(k) reviews. LBWM manages assets for private funds.
Assets Under Management$310M
Clients203
Advisors4
Avg. per Client$1.5M
Avg. per Advisor$78M
Fee Structure
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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