Landmark Wealth Advisors offers personalized investment advice and financial planning to individuals, families, and retirement plans. Services include portfolio management, financial planning, and selection of other advisors. Landmark tailors its advice to each client's needs, considering their financial situation, goals, and risk tolerance. They may recommend third-party money managers and provide pension consulting services to employee benefit plans.
Assets Under Management$120M
Clients267
Advisors2
Avg. per Client$460K
Avg. per Advisor$61M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable and may be adjusted based on various factors.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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