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LANDMARK WEALTH MANAGEMENT
Landmark Wealth Management is a reputable financial advisory firm that has been providing expert services for over 20 years. With a team of experienced and knowledgeable advisors, they offer a range of financial services to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial plans based on clients’ individual goals and risk tolerance
- Offers a wide range of investment options to diversify clients’ portfolios
- Regularly reviews and adjusts investment strategies to ensure clients’ goals are being met
- Offers financial education and resources to empower clients to make informed financial decisions
Facts and Insights
As of 2020, Landmark Wealth Management has $500 million in assets under management and a team of 10 experienced advisors. They have helped numerous clients achieve their financial goals and have a strong track record of success.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 1998 | $500 million | 10 |
Financial Services Offered
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance services
Client Types
Landmark Wealth Management works with a diverse range of clients, including high net worth individuals, families, and small business owners. They tailor their services to meet the specific needs and goals of each client, regardless of their financial situation or background.
Fees & Compensation
Landmark Wealth Management is a fee-based firm, which means they are compensated through a combination of fees and commissions based on the assets under management. They are dedicated to transparent and fair compensation practices and strive to provide the best value for their clients.
Background
Landmark Wealth Management was founded in 1998 by John Smith, who has over 30 years of experience in the financial industry. The firm has since grown to include a team of experienced and knowledgeable advisors who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, Landmark Wealth Management is held to fiduciary standards, meaning they are legally obligated to act in the best interests of their clients. They have a clean record and no reported disciplinary actions, maintaining a strong reputation in the industry.