CL
CFP
CL
CFP

Corissa Landphair

11 Years of Experience
Deerfield, IL

Corissa Landphair is a CFP-designated registered investment advisor at Landphair Wealth Management LLC, based in Deerfield, IL, with 11 years of industry experience. Corissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 17 clients with $11M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
17 clients
Average Client Portfolio
$650K average
Assets Under Management
$11.1M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $3.0M0.85%
$3M+0.75%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Deerfield, IL

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Landphair Wealth Management LLC
May 2016 - Present · 9 yrs 11 mos
Previous Registrations
Estate & Trust Advisors
August 2015 - February 2016 · 6 mos
Balasa Dinverno Foltz LLC
January 2014 - October 2015 · 1 yr 9 mos
State Registrations1 state
IL
Advisor

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.

Exams
No exam information available for this advisor.