Chris Landry
Chris Landry is a registered investment advisor at Visionary Planning & Investment, LLC, based in Knoxville, TN, with 26 years of industry experience. Chris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 61 clients with $19M 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 | 0.95% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
For the benefit of discounting our asset-based fee, we will aggregate accounts within the same household unless instructed by the client not to do so. If a sub-advisor is engaged to execute its investment strategy within your account maintained at our custodian of record, the sub-advisor’s fee is incorporated into the fee as noted in the table.
Fee Estimator
Location
Knoxville, TN
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 1993Other Business Activities
Chris coaches a men's lacrosse team at Grandview High School and works as a material handler for Reliable Automatic Sprinkler Company. These activities are not investment-related and take about 10-20% of his time each month, typically after business hours.
Employment History
Current Registrations
Visionary Planning & Investment, LLC
Previous Registrations
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
MML Investors Services, INC.Broker
Oppenheimerfunds Distributor, INC.Broker
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.