Brian Laible is a CFP, PFS-designated registered investment advisor at Landmark Wealth Management, based in Getzville, NY, with 12 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 278 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
2410 North Forest Road, Suite 101, Getzville, NY, 14068
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Regulatory History
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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Brian is a Certified Public Accountant and may provide income tax preparation or accounting services independent of his financial planning and investment advisory services. Clients have the option of engaging Brian's firm for these services, which are billed hourly.
Employment History
Current Registrations
Landmark Wealth Management
State Registrations1 state
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