Safe Landing Financial provides investment management and financial planning services. Investment management involves creating and managing tailored investment portfolios based on a client's goals and risk tolerance. Financial planning services include ongoing, comprehensive, project-based, and hourly planning, covering areas like cash flow, retirement, education, insurance, tax, and estate planning.
Assets Under Management$12M
Clients15
Advisors1
Avg. per Client$820K
Avg. per Advisor$12M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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