Brian Staubus is a registered investment advisor at Landolt Securities, INC., based in Lake Bluff, IL, with 33 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 173 clients with $110M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
19 advisors
Number of Clients
173 clients
Average Client Portfolio
$611K average
Assets Under Management
$105.6M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Subject to a $300 minimum quarterly fee (not to exceed 3% of a client’s assets under management).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
900 North Shore Drive Suite 279, Lake Bluff, IL, 60044
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
May 2011Employment History
Current Registrations
Landolt Securities, INC.
March 2020 - Present · 6 yrs 1 mo
Landolt Securities, INC.
February 2020 - Present · 6 yrs 2 mos
Landolt Securities, INC.Broker
February 2020 - Present · 6 yrs 2 mos
Previous Registrations
Lasalle St Securities, L.L.C.Broker
December 2016 - November 2018 · 1 yr 11 mos
Oberweis Securities, INC.Broker
May 2001 - December 2016 · 15 yrs 7 mos
Madison Securities, INC.Broker
June 1995 - May 2001 · 5 yrs 11 mos
Lexington Securities, INC.Broker
April 1994 - June 1995 · 1 yr 2 mos
Chatfield Dean & CO., INC.Broker
July 1991 - May 1994 · 2 yrs 10 mos
State Registrations6 states
CAFLILINOHWI
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.