Christopher Congema
Christopher Congema is a CFP-designated registered investment advisor at Landmark Wealth Management, LLC, based in Melville, NY, with 5 years of industry experience. Christopher 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 6 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
Contact
Christopher Congema
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 →Employment History
Current Registrations
Landmark Wealth Management, LLC
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
Additional Information
Chris has tremendous experience in providing financial planning and counseling to high net worth investors. He has worked exclusively in the high net worth space (1MM +) since 2000. He has advised thousands of investors through one:one meetings or seminar delivery across all types of industries. The clients range from CFO's, CEO's, Small Business Owners, Doctors, Lawyers, Accountants, Executives, Engineers, Teachers, to name just a few.
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