Aaron Belletsky is a registered investment advisor at Landmark Wealth Management, LLC, based in Melville, NY, with 2 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 296 clients with $440M 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 $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees negotiable for accounts over $5,000,000. Clients who opened accounts prior to June 3, 2025, will continue to be charged under their existing fee schedule. Accounts under $500,000 may be charged an annual fee of 1.00%.
Fee Estimator
Location
95 Broadhollow Road, Suite 102, Melville, NY, 11747
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Landmark Wealth Management, LLC
State Registrations1 state
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