Martin Yokosawa is a registered investment advisor at Landolt Securities, INC., based in Lake Bluff, IL, with 41 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 173 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Subject to a $300 minimum quarterly fee (not to exceed 3% of a client’s assets under management).
Fee Estimator
Location
900 North Shore Drive Suite 279, Lake Bluff, IL, 60044
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Martin is the president and owner of Torii Asset Management since 2008, where he provides investment advisory services, dedicating nearly all of his time. He also serves as a trustee for a family trust, spending minimal time per month on this activity.
Employment History
Current Registrations
Landolt Securities, INC.
Landolt Securities, INC.Broker
Previous Registrations
Oberweis Asset Management INC
Oberweis Securities, INC.Broker
The Chicago CorporationBroker
Hamilton Investments, INC.Broker
Oberweis Securities, INC.Broker
Gary-Wheaton Stock Brokerage, INC.Broker
Boyle Securities, INC.Broker
Francis Manzo & Company, IncorporatedBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.