Gene Panasenko
Gene Panasenko is a registered investment advisor at Landolt Securities, INC., based in Lake Bluff, IL, with 29 years of industry experience. Gene 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
900 North Shore Drive Suite 279, Lake Bluff, IL, 60044
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
March 2017Employment Separation After Allegations
February 2011Other Business ActivitiesSells Insurance
Gene sells non-variable insurance products including fixed life insurance, disability, healthcare, and LTC, dedicating minimal time to this. Gene also owns rental real estate and works as a real estate agent, in addition to running a Youtube channel.
Employment History
Current Registrations
Alexander Capital Wealth Management LLC
Alexander Capital, L.P.Broker
Alexander Capital, L.P.
Previous Registrations
Landolt Securities, INC.
Landolt Securities, INC.Broker
Moloney Securities Asset Management LLC
Moloney Securities CO., INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Hsbc Brokerage (USA) INC.Broker
Citicorp Investment ServicesBroker
Prudential Securities IncorporatedBroker
Gaines, Berland INC.Broker
Duke & CO., INC.Broker
State Registrations7 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.