John Gilling
John Gilling is a registered investment advisor at Landolt Securities, INC., based in Lake Bluff, IL, with 44 years of industry experience. John 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 (6)
Customer Dispute
June 2016Regulatory
May 2002Customer Dispute
March 2001Customer Dispute
September 1999Customer Dispute
July 1998Regulatory
March 1986Other Business ActivitiesSells Insurance
John is the President of Premier Financial Services, providing accounting and tax preparation services, dedicating about 10-20% of his time. He is also an insurance agent selling various insurance products and a co-trustee for his deceased mother's trust account.
Employment History
Current Registrations
Landolt Securities, INC.
Landolt Securities, INC.Broker
Previous Registrations
Premier Financial Services
Saxony Capital Management, LLC
Saxony Securities, INC.Broker
Birkelbach Investment Securities, INC.Broker
Geneva Securities,inc.Broker
Equable Securities CorporationBroker
State Registrations2 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.