Bryan Landadio
Bryan Landadio is a CFP-designated registered investment advisor at Personal Cfo Solutions LLC, based in Chester, NJ, with 19 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 653 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual management fees range from 0.5%, 0.75%, to 1.0% of assets under management. Fees are negotiable and may vary based on factors such as anticipated future assets, account composition, and related accounts.
Fee Estimator
Location
384 Main Street, Chester, NJ, 07930-2528
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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 ActivitiesSells Insurance
Bryan is a passive member of National Advisors Group, LLC, an insurance company. He spends minimal time on this business, which is not investment-related.
Employment History
Current Registrations
Personal Cfo Solutions LLC
Previous Registrations
The Ayco Company,l.p.
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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