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How does the advisor help clients – Key Takeaways:
Landy Investment Management LLC is a reputable financial advisory firm that provides expert financial guidance and management services to its clients.
The firm has a team of experienced and knowledgeable advisors who work closely with clients to understand their financial goals and create personalized strategies to help them achieve their objectives.
Facts and Insights
Landy Investment Management LLC was founded in 2008 and is based in New York, NY.
The firm currently has $1.5 billion in assets under management and a team of 10 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 10 | Founded in 2008 |
Financial Services Offered:
Landy Investment Management LLC offers a wide range of financial services to its clients, including investment management, financial planning, retirement planning, and tax planning. The firm also provides education planning and estate planning services.
Client Types:
The firm primarily works with high-net-worth individuals, families, and small businesses. They also serve various institutional clients, such as charitable organizations and foundations.
Fees & Compensation:
Landy Investment Management LLC charges a fee based on a percentage of assets under management. The fee structure is discussed and agreed upon with clients before any services are rendered. The firm does not receive any commissions or third-party compensation. This fee-only structure ensures that the firm’s interests are aligned with those of the clients, as they do not benefit from recommending certain investments or financial products.
Background:
The firm’s founder and CEO, John Landy, has over 25 years of experience in the financial industry. He holds several industry certifications, including a Chartered Financial Analyst (CFA) designation. He is also a member of the CFA Society New York and the Financial Planning Association.
Financial Advisor Disclosures to Know:
Landy Investment Management LLC operates with transparency and adheres to all applicable regulations and laws. As a fiduciary, the firm is legally bound to act in the best interests of its clients.
The firm has no disciplinary actions, regulatory sanctions, or legal actions against it or any of its advisors. They hold all necessary licenses and registrations to operate as a financial advisory firm.