Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,771 clients
Average Client Portfolio
$974K average
Assets Under Management
$1.7B
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
411 E. Wisconsin Ave, Milwaukee, WI, 53202
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Adam is a licensed insurance intermediary in Wisconsin and a registered Para-planner. He services insurance and annuity contracts for Landaas & Company clients as part of his normal duties.
Employment History
Current Registrations
Landaas & Company
September 2006 - Present · 19 yrs 6 mos
Landaas & CompanyBroker
July 2006 - Present · 19 yrs 8 mos
State Registrations26 states
ALARAZCACOFLGAILINMDMIMNMONCNENMNVNYOHORSDTNTXVAWIWY
AdvisorBrokerBoth
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.