Damon Longstreet is a registered investment advisor at Landolt Securities, INC., based in Maple Plain, MN. Damon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 198 clients with $140M 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 $1.0M | 2.00% |
| $1.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees are negotiable and subject to a $300 minimum quarterly fee (not to exceed 3% of a client's assets under management). Fees are charged three months in advance.
Fee Estimator
Location
5159 Main St. E, suite 110, Maple Plain, MN, 55359
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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
Landolt Securities, INC.
Landolt Securities, INC.Broker
State Registrations9 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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- Jason SeurerLandolt Securities, INC.