Landy Investment Management provides investment advice by managing individual portfolios of stocks, bonds, mutual funds and ETFs. Arnold Landy, the owner and investment advisor, tailors services to individual client needs based on their goals. The firm monitors economic data and Federal Reserve policies to forecast business conditions, adjusting portfolios between equities and money market funds based on the economic outlook.
Assets Under Management$4M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$4M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees may be reduced for clients with modest financial status or those with over $500,000 invested.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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