Landon Archangelo is a registered investment advisor at Gfg Solutions, based in Tampa, FL, with 5 years of industry experience. Landon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 330 clients with $230M 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 $250K | 1.00% |
| $250K - $500K | 0.50% |
| $500K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fee for Fixed Income only accounts is 0.50%. An additional 0.25% fee applies to held away accounts. GFG Solutions charges a fixed management fee of 1% for our leveraged equity portfolios. For qualified clients meeting SEC requirements under Rule 205-3, a year after account opening, in addition to the 1% fixed fee, GFG Solutions also charges a 20% performance fee (net of the 1% fee) on carried interest above a 15% minimum internal rate of return (IRR) hurdle. Fees can be waived, in whole or in part, for clients who are members of the family or friends. In certain other circumstances, fees and account minimums are negotiable and therefore, fees can vary from client to client. In addition, Fees for special circumstances may be offered at a reduced rate.
Fee Estimator
Location
Tampa, FL
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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
Landon is an insurance agent selling life and health insurance since 2020, dedicating a few hours per week. He is also a partner at GFG Solutions, providing consulting services to business owners, which takes about 10-20% of his time.
Employment History
Current Registrations
Gfg Solutions
Previous Registrations
Gfg Solutions
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations2 states
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