Landaas & Company

Landaas & Company, LLC is an SEC-registered investment advisor and FINRA member introducing broker-dealer to Pershing LLC. Founded in 1989 in Milwaukee, WI, the firm offers asset management and consulting services tailored to individual client needs. Asset management services include discretionary or non-discretionary portfolio management with $1,247,179,281 in discretionary assets and $86,899,050 in non-discretionary assets as of December 31, 2022. Consulting services are provided on an hourly fee basis, ranging from $150 to $500 per hour. Fees for asset management services are based on a tiered structure, starting at 1.00% for the first $1,000,000. Clients are encouraged to promptly notify Landaas of any changes in their financial situation. The firm applies fundamental analysis to evaluate securities and offers diversified portfolios through mutual funds, ETFs, and individual securities. Landaas does not charge performance-based fees and provides services to various clients, requiring a minimum account size of $50,000. The firm has a business continuity plan and privacy notice in place, and clients have the right to limit sharing of personal information. Landaas does not vote client securities and conducts an annual surprise custody exam. Clients can request a copy of the firm's Code of Ethics and have the option to grant investment discretion. The firm does not engage in joint marketing and does not share information with non-affiliates for marketing purposes. Clients are notified annually about sharing practices and have the right to limit certain sharing activities. For more information, clients can contact Landaas & Company at 414-223-1099.