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Martin Yokosawa

Landolt Securities, INC.
41 Years of Experience
Naperville, IL
Broker
View SEC Summary
View SEC Summary

Martin Yokosawa is a registered investment advisor at Landolt Securities, INC., based in Naperville, IL, with 41 years of industry experience. Martin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 198 clients with $140M in assets under management.

Landolt Securities, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
19 advisors
Number of Clients
198 clients
Average Client Portfolio
$696K average
Assets Under Management
$137.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $5.0M1.75%
$5M+1.50%

Fees are negotiable and subject to a $300 minimum quarterly fee (not to exceed 3% of a client's assets under management). Fees are charged three months in advance.

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

Naperville, IL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Martin is the president and owner of Torii Asset Management since 2008, where he provides investment advisory services, dedicating nearly all of his time. He also serves as a trustee for a family trust, spending minimal time per month on this activity.

Employment History
Current Registrations
Landolt Securities, INC.
October 2008 - Present · 18 yrs
Landolt Securities, INC.Broker
October 2008 - Present · 18 yrs
Previous Registrations
Oberweis Asset Management INC
October 1997 - August 2009 · 11 yrs 10 mos
Oberweis Securities, INC.Broker
February 1997 - October 2008 · 11 yrs 8 mos
The Chicago CorporationBroker
October 1994 - December 1996 · 2 yrs 2 mos
Hamilton Investments, INC.Broker
November 1988 - October 1994 · 5 yrs 11 mos
Oberweis Securities, INC.Broker
April 1986 - December 1988 · 2 yrs 8 mos
Gary-Wheaton Stock Brokerage, INC.Broker
February 1986 - April 1986 · 2 mos
Boyle Securities, INC.Broker
July 1985 - February 1986 · 7 mos
Francis Manzo & Company, IncorporatedBroker
September 1984 - June 1985 · 9 mos
State Registrations12 states
AZCACOFLILMINCNYTNTXUTVA
AdvisorBrokerBoth

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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