How does the advisor help clients – Key Takeaways:
LANDPHAIR WEALTH MANAGEMENT LLC is a trusted financial advisor that assists clients in achieving their financial goals and securing their financial future. They provide personalized financial services tailored to the individual needs of each client. Let’s take a closer look at how these experts help their clients:
- Creating a comprehensive financial plan – The firm works closely with clients to develop a customized financial plan that takes into account their short and long-term goals, risk tolerance, and financial situation.
- Investment management – The team at LANDPHAIR WEALTH MANAGEMENT LLC has the knowledge and experience to help clients manage their investments and build a diversified portfolio that aligns with their investment objectives.
- Tax planning – As a financial expert, the firm also provides tax planning services to help clients minimize their tax burden and maximize their after-tax returns.
- Estate planning – With a focus on wealth preservation, the advisors at LANDPHAIR WEALTH MANAGEMENT LLC assist clients in creating an estate plan that protects their assets and ensures their wishes are carried out.
Facts and Insights
In addition to the personalized services they offer, here are some key insights and facts about LANDPHAIR WEALTH MANAGEMENT LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $150 million | 5 | 10 years |
The firm primarily manages assets for individuals and high-net-worth individuals, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations.
Financial Services Offered
LANDPHAIR WEALTH MANAGEMENT LLC offers a wide range of financial services to help their clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Educational funding planning
- Mortgage planning
- Credit and debt management
Client Types
The firm provides financial services to a diverse clientele, including:
- Individuals
- High-net-worth individuals
- Pension and profit-sharing plans
- Trusts and estates
- Charitable organizations
Fees & Compensation
When it comes to fees and compensation, LANDPHAIR WEALTH MANAGEMENT LLC believes in transparency and fairness. The firm charges a percentage of assets under management as their fees, with no hidden fees or commissions. Clients can expect to pay an annual fee of approximately 1% of their assets under management. The firm does not accept any third-party compensation, ensuring that their clients’ best interests are always the top priority.
Background
LANDPHAIR WEALTH MANAGEMENT LLC was founded in 2011 by John Landphair, a seasoned financial advisor with over 20 years of experience in the industry. The firm is headquartered in New York City and has expanded to serve clients in several states across the country. With a team of highly qualified and experienced advisors, the firm has established a reputation for providing exceptional financial services and personalized attention to their clients.
Financial Advisor Disclosures to Know
As a responsible financial advisor, LANDPHAIR WEALTH MANAGEMENT LLC adheres to all disclosure requirements set by the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Some important disclosure information to know includes:
- The firm does not have any disciplinary actions or regulatory events.
- None of the firm’s employees have a legal or disciplinary history.
- The firm does not engage in any outside business activities or receive any compensation.