Landolt Securities provides ongoing investment management services to individuals, trusts, estates, corporations, and other business entities. Landolt works with clients to determine their investment objectives and manages investments accordingly. Clients can place restrictions on investments. Landolt typically recommends clients establish a brokerage account with RBC Capital Markets, LLC.
Assets Under Management$110M
Clients173
Advisors19
Avg. per Client$610K
Avg. per Advisor$5.6M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,200
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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