Brian Steven Staubus

Landolt Securities, INC.

33 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Landolt Securities, INC.

Compensation

Fee-Only (AUM)

Firm Size

17 advisors

Number of Clients

163 clients

Average Client Portfolio

$623K average

Assets Under Management

$101.6M

Fee Structure

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	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

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$1,200

Location

900 North Shore Drive Suite 279, Lake Bluff, IL, 60044

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History

Regulatory History (1)

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Judgment / Lien

May 2011

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Employment History

Current Registrations

Landolt Securities, INC.

March 2020 - Present · 5 yrs 11 mos

Landolt Securities, INC.Broker

February 2020 - Present · 6 yrs

Previous Registrations

Lasalle St Securities, L.L.C.Broker

December 2016 - November 2018 · 1 yr 11 mos

Oberweis Securities, INC.Broker

May 2001 - December 2016 · 15 yrs 7 mos

Madison Securities, INC.Broker

June 1995 - May 2001 · 5 yrs 11 mos

Lexington Securities, INC.Broker

April 1994 - June 1995 · 1 yr 2 mos

Chatfield Dean & CO., INC.Broker

July 1991 - May 1994 · 2 yrs 10 mos

State Registrations6 states

CAFLILINOHWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.