| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable and vary based on account type, securities, value, trading activity, and required expertise.
411 E Wisconsin Ave, 20th Floor, Milwaukee, WI, 53202
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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 →Lauren is a licensed insurance agent in Wisconsin, servicing insurance and annuity contracts for Landaas & Company clients. These activities are part of her normal duties and do not extend beyond Landaas & Company's business hours.
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.