Lindsay Glassman is a CFP-designated registered investment advisor at Landmark Wealth Management, based in Getzville, NY, with 5 years of industry experience. Lindsay 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.
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Current Registrations
Landmark Wealth Management
State Registrations1 state
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