Landon Marx is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in League City, TX, with 28 years of industry experience. Landon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
2600 South Shore Blvd, Suite 300, League City, TX, 77573
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Landon operates Third Coast Wealth Management as a DBA for his LPL business. He also invests in commercial real estate through Fugazi, LTD LLC.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Prudential Securities IncorporatedBroker
Morgan Stanley Dw INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations7 states
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