Marina Solomon
Advisor at Left Brain Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Left Brain Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Naperville, IL 60563
Credentials
Series 63, Series 66
Industry experience
14 years
Marina Solomon is a financial advisor at Left Brain Wealth Management, LLC with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Left Brain Wealth Management since 2014. Outside of her advisory role, she serves as a broker dealer administrative assistant and non-registered fingerprint individual for The Leaders Group. Left Brain Wealth Management provides discretionary asset management and financial planning to individuals, trusts, retirement plans, corporations, and other entities. The firm utilizes a proprietary platform combining fundamental, technical, and quantitative analysis to manage portfolios that include equities, fixed income, mutual funds, ETFs, and option strategies.
Based on Left Brain Wealth Management, LLC
Based on Left Brain Wealth Management, LLC
Fixed fee for financial planning services (negotiated per client) and $499 one-time fee for 401(k) consultative services
$0 - $100,000: 2.00% $100,001 - $250,000: 1.75% $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.35% $1,000,001 - $5,000,000: 1.15% $5,000,001+: 1.00%
Advisory professionals may receive commission-based compensation for sale of securities and insurance products
$600 per hour
Performance-based fees charged for certain clients and funds, as detailed in the Funds’ offering documents
Fee-only: Hourly rate of $600 per hour or fixed fee mutually agreed upon
215 Shuman Blvd, #304
Naperville, IL 60563
Illinois
Left Brain Wealth Management
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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