Anthony Landau is a registered investment advisor at Popa Financial Services, INC., based in Pittsburgh, PA, with 21 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 36 clients with $11M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.45% |
For options strategies, the fee is negotiated and ranges from 1% to 2% of assets. For alternative assets held outside a brokerage account, the fee is negotiated and ranges from 0.5% to 1% of assets. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
Pittsburgh, PA
Get directionsHistory
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
Anthony is affiliated with K2 Financial Group since 1995 and may spend about half of his time on this activity. K2 Financial Group and Popa Financial Services, Inc. are not affiliated.
Employment History
Current Registrations
Popa Financial Services, INC.
Previous Registrations
Venn Wealth & Benefit Services, LLC
Dunmoyle Capital Advisors, LLC
Bpu Investment Management, INC.
Paragon Wealth Management, LLC
Heritage Capital Management, LLC
State Registrations1 state
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.