Yoel Landau
Yoel Landau is a CFP-designated registered investment advisor at Guardian Wealth Partners, LLC, based in Brooklyn, NY, with 3 years of industry experience. Yoel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 402 clients with $190M 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 $100K | 0.23% |
| $100K - $250K | 0.21% |
| $250K - $500K | 0.18% |
| $500K - $1.0M | 0.16% |
| $1.0M - $2.0M | 0.13% |
| $2.0M - $5.0M | 0.11% |
| $5M+ | 0.08% |
Schedule reflects the Platform Fee component for SMA/UMA programs. Representative as Portfolio Manager program platform fees range from 0.05% to 0.20%. Total client fee includes advisor and strategy fees, up to a maximum annual fee of 3%.
Fee Estimator
Location
250 Skillman St., Brooklyn, NY, 11205
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Yoel is involved with the LCRL Family Foundation since 2020, dedicating minimal time. Yoel also sells insurance products not offered through Guardian, dedicating about a quarter of his time.
Employment History
Current Registrations
Guardian Wealth Partners, LLC
State Registrations1 state
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
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