Brandon Vanlandingham
Brandon Vanlandingham is a registered investment advisor at Perissos Private Wealth Management, based in Bethany, OK, with 18 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 196 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $1.5M | 1.50% |
| $1.5M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees may be negotiable. Legacy clients may have lower fees.
Fee Estimator
Location
4107 N council Rd Building A2, Bethany, OK, 73008
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Brandon is the author of "Investor's Guide to Portfolio Strategy Development" and is involved with NeuroRisk, an email service specializing in risk tolerance questionnaires. He dedicates minimal time to these activities.
Employment History
Current Registrations
Perissos Private Wealth Management
Previous Registrations
Trac Advisor Group, INC.
Access Capital Management, LLC
Access Financial Group, INC.
State Registrations3 states
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.