Assets Under Management
$101.6M
Number of Clients
163
Number of Advisors
17
Average Client AUM
$623K
AUM per Advisor
$6.0M
Compensation
Fee-Only (AUM)
Landolt Securities, Inc. offers investment management services on a discretionary or non-discretionary basis to individuals, trusts, estates, corporations, and other business entities. They specialize in investment management services and assist clients in determining investment objectives and risk tolerance.
| Assets Under Management | 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)
900 North Shore Drive Suite 279, Lake Bluff, IL, 60044