A complete list of active advisors currently associated with Brains Investments, LLC
Warmer can help you find a great advisor at Brains Investments, LLC or one who fits your needs even better.
Brains Investments, LLC provides online-only investment advisory services to individual, non-retirement investors through a robo-advisor platform. Clients complete an initial data-gathering questionnaire and receive custodial confirmations and quarterly statements from the custodian. The firm manages model portfolios using an asset-allocation approach tied to a client’s stated world view, interests, and lifestyle, and emphasizes diversified equity exposure (including selections across the Russell 3000). Model portfolios are reviewed quarterly and the firm has discretionary authority to implement changes within those models; Apex Clearing Corporation is the designated custodian. Notably, Brains is an internet-only advisor that operates a wrap fee program, a combination that is uncommon among similar supported firms. The brochure also discloses referral compensation arrangements and limited custody via client fee-authorizations and potential standing letters of authorization, and the firm reports a very small reported client base and discretionary AUM relative to many peers, with a focus on non‑HNW retail clients rather than high-net-worth accounts.
To learn more about the advisors currently working at Brains Investments, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Great Falls, VA
| 6
|
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