Northlanding Financial Partners, LLC

NorthLanding Financial Partners, LLC (NLFP) is an SEC registered investment adviser offering financial planning, consulting, and investment management services. Established in March 2013, the firm is owned by Bryce P. Carey and Eric M. Garsin. NLFP's investment management services are provided on a discretionary basis, primarily utilizing exchange-traded index funds, mutual funds, and individual securities. The firm may also recommend investments in privately placed securities for accredited investors. NLFP charges an annual management fee based on a tiered fee schedule depending on the client's portfolio size and the type of services rendered. Clients have the option to engage in either comprehensive advisory services or investment management only. NLFP operates as a fiduciary under ERISA and the Internal Revenue Code, ensuring that client interests are prioritized. The firm does not engage in performance-based fees or side-by-side management. NLFP does not impose a minimum portfolio value for clients, except for a minimum fee requirement for financial planning and investment management services. The firm does not vote client securities and does not receive compensation for client referrals. NLFP exercises investment discretion on behalf of clients, allowing for the purchase and sale of securities without client consent, subject to any limitations requested by the client.