Landphair Wealth Management offers portfolio management based on individual client goals and risk tolerance. They create investment plans and manage client portfolios with discretionary authority. The firm also provides financial planning services, including investment planning, insurance, tax, retirement, college, and debt/credit planning. They offer both comprehensive and a la carte planning options.
Assets Under Management$11M
Clients17
Advisors1
Avg. per Client$650K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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