Landmark Wealth Management

Landmark Wealth Management, operating as Bryant Woods Investment Advisors, LLC, is a registered investment adviser based in Getzville, NY, established in 2005. The firm specializes in providing asset management and investment consulting services for various clients, including individuals, high net worth individuals, corporate pension plans, charitable institutions, and more. Landmark acts as a fiduciary, always prioritizing clients' best interests. They offer services such as Comprehensive Portfolio Management and Employer-Sponsored ERISA Plan Consulting. For Comprehensive Portfolio Management, Landmark charges an annual fee up to 1.00% of assets managed, billed quarterly. The firm primarily uses mutual funds for investment, emphasizing diversification and long-term investment strategies based on Modern Portfolio Theory. The minimum initial account balance for this service is $500,000, negotiable for existing clients. Landmark manages $390,666,000 on a discretionary basis and $80,255,000 on a non-discretionary basis as of 12/31/2023. Landmark does not charge performance-based fees, offers investment discretion, and does not vote client securities. The firm does not have custody of client assets and recommends Fidelity as a custodian. Landmark does not provide cash or non-cash compensation for testimonials or endorsements. Clients receive periodic portfolio reviews, quarterly reports, and monthly statements from the custodian. Landmark does not vote proxies on behalf of clients and has no bankruptcy history or financial disclosures to report.