Lander & Associates offers personalized financial planning, investment management, and consulting services. They work with individuals, high-net-worth individuals, and pension/profit-sharing plans. Services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Investment advice is provided on a discretionary basis, meaning Lander can make trades without prior client approval, within agreed-upon parameters.
Assets Under Management$190M
Clients53
Advisors1
Avg. per Client$3.6M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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