Landmark Wealth Management offers investment management and consulting services to help clients achieve their financial goals. They work with individuals, high-net-worth individuals, and businesses. Landmark provides comprehensive portfolio management, including financial planning, and consulting services to employer-sponsored retirement plans. As a fiduciary, Landmark is legally required to act in the client's best interest.
Assets Under Management$620M
Clients278
Advisors4
Avg. per Client$2.2M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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