Landmark Wealth Management offers customized investment advice and financial planning to individuals, high net-worth individuals, pension and profit-sharing plans, charitable organizations, and businesses. Landmark creates portfolios using mutual funds, exchange-traded funds (ETFs), individual stocks, and bonds. They also offer financial planning services, including retirement planning, education savings, and investment planning. Landmark may refer clients to other specialists like accountants or attorneys.
Assets Under Management$440M
Clients296
Advisors6
Avg. per Client$1.5M
Avg. per Advisor$74M
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Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees negotiable for accounts over $5,000,000. Clients who opened accounts prior to June 3, 2025, will continue to be charged under their existing fee schedule. Accounts under $500,000 may be charged an annual fee of 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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