LM
LM

Landon Mcbride

23 Years of Experience
Southlake, TX

Landon Mcbride is a registered investment advisor at Openair Financial, LLC, based in Southlake, TX, with 23 years of industry experience. Landon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,040 clients with $280M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
1,040 clients
Average Client Portfolio
$270K average
Assets Under Management
$280.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $5.0M0.80%
$5M+0.80%

Fees negotiable for amounts over $5,000,001.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

280 Miron Drive, Southlake, TX, 76092

Get directions

History

Regulatory History
Clean regulatory record

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
Openair Financial, LLC
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Assetbuilder, INC.
May 2023 - March 2024 · 10 mos
Cobra Trading, INC.Broker
December 2020 - September 2021 · 9 mos
TD Ameritrade, INC.Broker
September 2020 - September 2020 · 0 mos
Redi Global Technologies LLCBroker
May 2014 - July 2020 · 6 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2009 - May 2014 · 5 yrs 3 mos
Banc of America Securities LLCBroker
March 2006 - November 2010 · 4 yrs 8 mos
First Southwest CompanyBroker
May 2003 - March 2006 · 2 yrs 10 mos
Sws Securities INC.Broker
November 1999 - September 2002 · 2 yrs 10 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
Landon Mcbride - Financial Advisor | TrueAdvisor