Landmark Management is a registered investment advisor that provides family office investment services, including developing investment policies, determining asset allocation, identifying third-party investment managers, and monitoring investment performance. Landmark also offers accounting, tax, and administrative services. Landmark primarily recommends unaffiliated third-party investment managers based on their suitability to the client's needs and risk profile.
Fee Structure
Landmark Management's fees for Family Office Investment Services are based on a percentage of the assets they manage or advise on, typically ranging from 0.20% to 0.40% per year, not including the fees charged by the outside investment managers they recommend. Clients also pay any outside consultant fees.