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Don Lansing

22 Years of Experience
Austin, TX

Don Lansing is a registered investment advisor at Markettrend Advisors, LTD., based in Austin, TX, with 22 years of industry experience. Don operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 72 clients with $33M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
72 clients
Average Client Portfolio
$458K average
Assets Under Management
$32.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.80%
$1M+1.30%

These fees apply to the MTA Index, MTA World Index and MTA Sector investment strategies. Fees for the MTA Turbo Trading, MTA All-Equity and MTA Equity-Income investment strategies are up to 2.5% per annum of assets. Fees for the MTA Income investment strategy are 1% per annum of assets. For amounts above $1 million, the management fee is 0.75%. Fees for the MTA Personalized Portfolio are up to 3% of assets under management. All fees are negotiable.

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

Austin, TX

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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.

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Other Business Activities

Don is a managing partner of Lansing Investments, LLC, a Texas-registered investment advisory firm. He spends about a quarter of his time working for Lansing Investments and nearly full-time for MarketTrend Advisors.

Employment History
Current Registrations
Markettrend Advisors, LTD.
September 2004 - Present · 21 yrs 8 mos
Previous Registrations
Lansing Investments, LLC
January 2018 - August 2023 · 5 yrs 7 mos
Lansing Investments, LLC
October 2003 - December 2017 · 14 yrs 2 mos
State Registrations2 states
CATX
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.
Don Lansing - Financial Advisor | TrueAdvisor