Landmark Management, LLC
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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
Number of Advisors
Disclosures
Office Location
Landmark Management, LLC by the Numbers
$5.2 billion
32
10
$516.9 million
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
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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.
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
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
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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