Landaas & Company
Assets Under Management
$1.7B
Number of Clients
1,771
Number of Advisors
21
Avg. Portfolio per Client
$974K
Avg. Managed per Advisor
$82.1M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Landaas & Company manages investment portfolios and provides consulting services, including financial and retirement planning. Landaas tailors its services to individual client needs, considering risk tolerance and financial objectives. Consulting services are offered on an hourly basis. Landaas also operates as a broker-dealer, which may create conflicts of interest.
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable and vary based on account type, securities, value, trading activity, and required expertise.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Location
411 E Wisconsin Ave, 20th Floor, Milwaukee, WI, 53202
21 Advisors at this firm
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