Landmark Wealth Management, LLC is a registered investment advisor based in New York with additional office locations. The firm offers customized investment management and financial planning services to individuals, high net-worth individuals, charitable organizations, pension and profit-sharing plans, and businesses. Landmark Wealth Management primarily uses fundamental analysis and a long-term investment strategy, constructing portfolios using mutual funds, exchange-traded funds, individual stocks, and bonds. The firm also offers retirement plan consulting services for plan sponsors and trustees, operating under federal retirement plan rules as either an investment advisor or investment manager. Landmark Wealth Management's advisory services are inclusive of comprehensive financial planning for fee-paying clients, though standalone financial planning is available on an hourly basis for clients who do not need investment management. Client accounts are held at an independent qualified custodian, and investment management is provided on a discretionary basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.90% |
| $5M+ | 0.90% |
Accounts under the $500,000 relationship minimum are charged an annual fee of 1.00%. Fees for portfolios of $5,000,000 and over are negotiable. Clients who opened accounts prior to June 3, 2025, continue under their existing fee schedule.
