Landing Point Financial Group offers personalized financial planning and investment management services. Financial planning covers retirement, education, estate, cash flow, tax, and insurance needs. Investment management is offered on a discretionary basis, using mutual funds, exchange traded funds (ETFs), and other securities. Landing Point may recommend external managers. They also manage held-away assets through a third-party platform. The firm acts as a fiduciary for retirement accounts.
Assets Under Management$260M
Clients528
Advisors7
Avg. per Client$500K
Avg. per Advisor$38M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.80% |
The maximum advisory fee charged by Landing Point for investment management services is 1.8 percent of assets under management. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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