Landing Point Financial Group is an independent registered investment advisor founded in 2021 and based in Avon, Ohio. The firm provides comprehensive financial planning and discretionary investment management to individuals, high-net-worth individuals, charitable organizations, and small businesses. Landing Point helps clients build long-term strategies covering retirement, education, estate planning, cash flow, taxes, and insurance needs. Investment management services use fundamental analysis and primarily utilize mutual funds and exchange-traded funds, alongside individual stocks, bonds, and alternative investments when appropriate. The firm tailors its services to each client's specific goals, risk tolerance, and tax situation, and can also coordinate with external money managers or assist with third-party platforms for held-away retirement accounts and fee-based insurance products.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.80% |
The maximum advisory fee is 1.8% of the value of your portfolio. Fees may be negotiable based on the size and nature of the relationship, services rendered, and complexity. Financial planning services may be included in this fee.