Landmark Management, LLC

CRD#157511
Investment Advisor Firm

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Overview

Landmark Management, LLC is located at 115 East 69th Street, New York, NY. The firm employs 10 financial advisors to manage client portfolios and provide financial guidance. Landmark Management, LLC is not a registered broker-dealer.

Landmark Management, LLC oversees $5.2 billion in assets under management across 10 accounts, all of which are non-discretionary. The services offered include portfolio management for pooled investment vehicles, selection of other advisers, and other services. The firm caters to pooled investment vehicles and other types of investors, with the largest client type by accounts being categorized as other. The fee structure at Landmark Management, LLC is asset-based.

Landmark Management, LLC is registered in the state of New York.

Assets Under Management

$5.2 billion

Number of Advisors

10

Disclosures

No

Office Location

115 East 69Th Street
New York, NY 10021

Landmark Management, LLC by the Numbers

Total Assets Under Management

$5.2 billion

National Average: $8.6 billion
Total Number of Employees

32

National Average: 64
Total Number of Accounts

10

National Average: 375,227
Average Account Size

$516.9 million

National Average: $23.0 thousand
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Products and Services

Landmark Management, LLC offers a number of financial services, which can include portfolio management for pooled investment vehicles, selection of other advisers, and other services. Notably, Landmark Management, LLC did not provide financial planning services to any of its customers in the prior fiscal year. The Firm does sell products or offer services apart from investment advisory services to its clients.

Core Advisor Services

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    Financial Planning Services

    This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

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    Portfolio Management

    This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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    Market Timing Services

    This is the practice of attempting to make short-term profits on investments by buying low and selling high.

Other Services

  • Offered by 20% of firms

    Selection of Other Advisors

    This is the firm's assistance with choosing other advisors to work with who may have different specialties.

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    Publication of Periodicals

    This is the publication of various financial education materials.

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    Educational Seminars/Workshops

    This is the hosting of seminars or workshops to educate investors on financial concepts.

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Fee Structure

Fees for financial advice largely depend on which services the firm provides the client. Fees billed by Landmark Management, LLC typically consist of the following fee structure: asset-based.

Available

  • Offered by 69% of firms

    Percentage of Assets

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    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

Unavailable

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    Hourly

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    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 1% of firms that offer this fee type

    Commissions

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    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 26% of firms that offer this fee type

    Performance-based

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    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

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    Subscription

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    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

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    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

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    Other

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    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

The firm provides services to pooled investment vehicles and other. Out of its 2 clients, Landmark Management, LLC's biggest client type by number of accounts is other.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 0%
  • Corporations - 100%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Landmark Management, LLC does not have any disclosures.

Please visit its Form ADV for more details.

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