Isa Hantzsch is a registered investment advisor at Lansdowne Wealth Management, LLC, based in Berlin, with 5 years of industry experience. Isa 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, Investment Management, and 2 more. Their firm serves 427 clients with $210M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
427 clients
Average Client Portfolio
$501K average
Assets Under Management
$214.1M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$2,500

Lansdowne Wealth Management offers investment management services. The annual fee is a percentage of the total value of your portfolio. For one type of account, the fees are:

  • First $500,000 — 1.25% per year
  • Next $500,000 — 1.15% per year
  • Next $1,500,000 — 1.00% per year
  • Next $2,500,000 — 0.50% per year
  • Above $5,000,000 — Negotiable

For another type of account, the fees are:

  • First $500,000 — 1.25% per year (minimum $2,500)
  • Next $500,000 — 1.00% per year
  • Next $1,500,000 — 0.80% per year
  • Next $2,500,000 — 0.70% per year
  • Above $5,000,000 — Fixed $25,000 flat fee
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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Isa is the Compliance Officer and an advisor with Dunhill Financial, LLC, and plans to remain dually registered with Lansdowne Wealth Management, LLC and Dunhill Financial, LLC. Isa is also a Branch Manager for Blacktower Financial Management (Int) Ltd (BFMI) & Blacktower Financial Management Cyprus Limited (BFMCL) and Compliance Officer for Dunhill Financial Ltd.

Employment History
Current Registrations
Lansdowne Wealth Management, LLC
June 2023 - Present · 2 yrs 10 mos
Dunhill Financial
June 2020 - Present · 5 yrs 10 mos
State Registrations3 states
CTFLTX
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.