William Landman
William Landman is a registered investment advisor at Mainline Investment Advisers, LLC, based in Wynnewood, PA, with 22 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 15 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MainLine Investment Advisers charges annual advisory fees that generally range from 0.25% to 2.0% of an asset fee base. The asset fee base is equal to the client’s full committed capital for an initial period of years (usually 3 to 5). After this initial period, the asset fee base will generally decrease over time with asset sales, write-offs or capital commitment waivers. Separately managed account fees are negotiable and memorialized in the advisory agreement for each client.
Location
308 E. Lancaster Avenue, Suite 300, Wynnewood, PA, 19096-2145
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is a director, manager, or executive officer of various general partners/managers of investment-related private funds. He also serves on the boards of directors for Zeta Global Holdings Corp and Caretuner Inc, and is a senior advisor for Congress Wealth Management, LLC.
Employment History
Current Registrations
Mainline Investment Advisers, LLC
Previous Registrations
Mainline Private Wealth, LLC
Cms Fund Advisers, LLC
Cms Fund Advisers, INC.
State Registrations2 states
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