Jeff Batterson is a CFP-designated registered investment advisor at Landolt Securities, INC., based in Lake Bluff, IL, with 29 years of industry experience. Jeff 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
Get directionsHistory
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 ActivitiesSells Insurance
Jeff rents out a condo in Park City, UT, and works as a real estate agent with Windermere Real Estate. He is also licensed to sell insurance and works as an advisor for Torii Asset Management, spending nearly all of his time creating, monitoring, and adjusting investment accounts.
Employment History
Current Registrations
Landolt Securities, INC.
Landolt Securities, INC.Broker
Landolt Securities, INC.
Previous Registrations
Landolt Securities, INC.
Oberweis Securities, INC.Broker
Madison Securities, INC.Broker
State Registrations13 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.