RL
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Richard Landsman

2 Years of Experience
Port Washington, NY
2 Disclosures

Richard Landsman is a registered investment advisor at Nottinghill Capital Management INC., based in Port Washington, NY, with 2 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 63 clients with $15M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
63 clients
Average Client Portfolio
$232K average
Assets Under Management
$14.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.75%
$2.0M - $8.0M1.25%
$8M+1.00%

Rates shown are for 100% equity accounts. Balanced accounts are 2.00% under $1M, 1.75% up to $2M, 1.00% up to $8M, and 0.75% over $8M. Fixed income accounts are 1.25% under $2M, 0.75% up to $8M, and 0.50% over $8M. All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Port Washington, NY

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History

Regulatory History (2)
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Customer Dispute
August 1990
Settled
Customer Dispute
October 1987
Settled
Employment History
Current Registrations
Nottinghill Capital Management INC.
November 2023 - Present · 2 yrs 11 mos
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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