Lander & Associates offers personalized investment management, comprehensive financial planning, and consulting services to individuals, high net worth individuals, and retirement plans. Founded in 1980 and based in Oak Hill, Virginia, the firm uses a strategic asset allocation approach to build globally diversified portfolios tailored to each client's specific financial objectives, timeframes, and risk tolerance. In addition to managing investment portfolios, Lander & Associates provides guidance on retirement planning, tax strategies, estate planning, education funding, insurance reviews, and cash flow management. The firm operates as a registered investment advisor and does not maintain custody of client assets, using Charles Schwab as an independent custodian. Initial consultations are provided free of charge.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are calculated based on aggregated household assets at the end of the preceding calendar year.