Landphair Wealth Management provides ongoing portfolio management and financial planning services tailored to each client's specific goals, risk tolerance, and time horizon. Investment management services focus on building diversified portfolios primarily using mutual funds, exchange-traded funds, equities, and fixed income securities, with the firm making day-to-day investment decisions on the client's behalf. Financial planning covers a broad range of topics including investment strategy, retirement readiness, tax awareness, life insurance needs, college savings, and debt management. Clients can choose between comprehensive financial plans or a la carte project planning, available on an hourly or fixed-fee basis. The firm operates independently and recommends third-party custodians such as Shareholders Service Group for holding client assets.
Fee Structure
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 generally negotiable. The minimum account size for portfolio management is $500,000, which may be waived at the firm's discretion.