Adam Baley is a registered investment advisor at Landaas & Company, based in Milwaukee, WI, with 19 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,771 clients with $1.7B 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 | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable. The fees outlined in the chart above relate only to asset management services. Fees charged by the firm vary from client to client and are based on a number of factors, including type of account, kind of securities in the account, dollar value of securities, projected nature of trading for the account, number and expertise of portfolio managers necessary to manage the assets in the account, and nature and scope of individual advisory services required to properly service the account. Thus, clients receiving similar advisory services may be charged different fees.
Fee Estimator
Location
411 E. Wisconsin Ave, Milwaukee, WI, 53202
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
Adam is a licensed insurance intermediary in Wisconsin and a registered Para-planner. He services insurance and annuity contracts for Landaas & Company clients as part of his normal duties.
Employment History
Current Registrations
Landaas & Company
Landaas & CompanyBroker
State Registrations26 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.