How does the advisor help clients – Key Takeaways:
LANDAAS & COMPANY is a reputable financial advisory firm that offers a wide range of services to help clients achieve their financial goals. With decades of experience and expertise in the industry, the advisors at LANDAAS & COMPANY are equipped with the knowledge and skills to guide clients towards financial success.
Some key takeaways about how LANDAAS & COMPANY helps clients include:
- Customized financial planning and investment management services tailored to each client’s unique needs and goals
- Personalized guidance and support from a team of experienced financial advisors
- Access to cutting-edge technology and resources to help clients make informed financial decisions
- A commitment to transparency, honesty, and integrity in all aspects of their business
Facts and Insights
LANDAAS & COMPANY has been in business for over 60 years, providing expert financial services to clients. With their extensive experience and in-depth knowledge of the financial industry, the advisors at LANDAAS & COMPANY offer valuable insights to help clients navigate the complexities of the market and make sound financial decisions.
As of 2021, LANDAAS & COMPANY manages over $4 billion in assets and employs a team of 23 highly qualified advisors. The firm prides itself on its team’s diverse backgrounds and specialties, which allow them to effectively serve a wide range of clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1961 | $500 million | 4 |
| 1986 | $1 billion | 7 |
| 2000 | $2 billion | 12 |
| 2015 | $3.5 billion | 20 |
| 2021 | $4 billion | 23 |
Financial Services Offered
LANDAAS & COMPANY offers a comprehensive range of financial services to help clients achieve their financial goals. Some of the services provided include:
Client Types
LANDAAS & COMPANY serves a diverse set of clients, including individuals, families, and businesses. Their clientele also includes high-net-worth individuals, retirees, and pre-retirees. The firm’s services are customized to fit each client’s unique financial needs and goals.
Fees & Compensation
LANDAAS & COMPANY operates on a fee-only basis, which means they do not earn commissions or fees from products they recommend to clients. This ensures that their advice is unbiased and in the best interests of their clients. The firm charges a percentage of assets under management as its compensation, which aligns their interests with those of their clients.
Background
Founded in 1961 by Bob Landaas, LANDAAS & COMPANY has grown to become one of the most reputable and trusted financial advisory firms in the industry. The firm’s team of experienced advisors is committed to providing personalized and comprehensive services to help clients achieve their financial goals.
Financial Advisor Disclosures to Know
LANDAAS & COMPANY is a registered investment advisor that is subject to regulatory oversight by the Securities and Exchange Commission (SEC). As required by law, the firm makes its Form ADV Part 2 available publicly for clients to review. This document details the firm’s services, fees, and any potential conflicts of interest. Additionally, the firm’s advisors are registered representatives of a brokerage firm and are subject to its regulations.