Stuart Lempert is a registered investment advisor at Landmark Wealth Management, LLC, based in Melville, NY, with 34 years of industry experience. Stuart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 5 more. Their firm serves 296 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.90% |
| $5M+ | 0.90% |
Accounts under the $500,000 relationship minimum are charged an annual fee of 1.00%. Fees for portfolios of $5,000,000 and over are negotiable. Clients who opened accounts prior to June 3, 2025, continue under their existing fee schedule.
Fee Estimator
Location
95 Broadhollow Road, Suite 102, Melville, NY, 11747
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Stuart serves on the advisory board for Northwell Health/Cohens Children Medical Center and is a board member for Madison Square Boys & Girls Club, spending minimal time on each. He also acts as a trustee for a family trust, dedicating minimal time to charitable donation decisions.
Employment History
Current Registrations
Landmark Wealth Management, LLC
Previous Registrations
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
All-Tech Investment Group, INC.Broker
Investors Associates, INC.Broker
Lt Lawrence & CO., INC.Broker
Berkeley Securities CorporationBroker
Commonwealth AssociatesBroker
South Richmond Securities, INC.Broker
First Investors CorporationBroker
State Registrations2 states
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
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