Pamela Landy
Pamela Landy is a CFP-designated registered investment advisor at Lifecycle Financial Planners INC., based in Bloomfield Hills, MI, with 15 years of industry experience. Pamela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Charitable Giving, Education Planning, and 8 more. Their firm serves 171 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lifecycle Financial Planners provides ongoing investment management as part of their comprehensive retainer programs, which range from $10,000 to $200,000 per year depending on the complexity of your situation, net assets, and income. There are no separate asset-based percentage fees for investment management; instead, investment management is bundled into your annual retainer fee.
Contact
Pamela Landy
Location
40950 Woodward Ave Ste140, Bloomfield Hills, MI, 48304
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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 →Employment History
Current Registrations
Lifecycle Financial Planners INC.
Previous Registrations
Cambridge Connection INC
State Registrations6 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.
Exams
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