How does the advisor help clients – Key Takeaways:
Landaas & Company is a financial advisor firm that has been providing expert financial advice to individuals and families for over 50 years. Their team of experienced advisors offer a wide range of financial services, from investment management to retirement planning, and cater to different types of clients, from high-net-worth individuals to businesses. Here are some key takeaways about how Landaas & Company helps their clients achieve their financial goals.
- The firm prides itself on providing objective and independent financial advice, without any conflicts of interest.
- Their advisors take a long-term approach to investing, focusing on strategic asset allocation and diversification to help clients reach their financial objectives.
- Landaas & Company emphasizes open and transparent communication with their clients, providing regular updates and holding annual reviews to discuss progress and make any necessary adjustments to their financial plans.
- The firm understands that each individual’s financial situation and goals are unique, and they tailor their services and strategies accordingly.
Facts and Insights
Let’s take a closer look at some key facts and insights about Landaas & Company, including their assets under management, number of advisors and time in business.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion (as of 2021) | 18 | 50+ years |
Financial Services Offered
Landaas & Company offers a comprehensive range of financial services to help clients achieve their goals and secure their financial future. These services include:
- Investment management
- Retirement planning
- Insurance planning
- Estate planning
- Tax planning
- Education planning
- Charitable giving
Their advisors work closely with clients to develop personalized financial plans based on their unique needs, risk tolerance, and long-term goals, ensuring they have a solid foundation for their financial future.
Client Types
Landaas & Company caters to a diverse range of clients, including:
- Individuals and families
- High-net-worth individuals
- Businesses
- Retirees
- Trusts
- Endowments
- Foundations
- Non-profit organizations
Their advisors have the knowledge and expertise to meet the unique financial needs of each of these client types and help them achieve their specific financial goals.
Fees & Compensation
Landaas & Company operates on a fee-only basis, meaning that they do not earn commissions on any financial products they recommend. This ensures that their advisors are focused solely on their clients’ best interests and not influenced by any outside factors. Their fees are transparent and based on a percentage of the assets under management, so clients can have a clear understanding of what they are paying for.
Background
Landaas & Company was founded in 1962 by Robert Landaas, a certified financial planner and investment advisor. Today, the firm is run by a team of experienced advisors, including president and chief operating officer, Brian Kilb. Landaas & Company has been recognized for their outstanding client service and financial expertise by publications such as