Assets Under Management
$129.3M
Number of Clients
167
Number of Advisors
2
Average Client AUM
$774K
AUM per Advisor
$64.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
NorthLanding Financial Partners, LLC (NLFP) provides strategic investment management, financial planning, and consulting services. They analyze client information to assess their situation, define goals, and determine strategies to meet those goals. NLFP primarily allocates client assets among ETFs and mutual funds, and may use individual securities in Personalized Asset Management Accounts (PAMA).
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees negotiable for accounts over $10,000,000. This schedule is for Select Advisor Access. Investment Only schedule has different tiers and a $1,000 minimum annual fee.
90 Linden Oaks, Suite 220, Rochester, NY, 14625