Top financial advisors in Getzville, NY
We’ve curated a list of the best financial advisors in Getzville, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$390,666,000
Number of advisors
7 advisors
| $390,666,000 | 7 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Getzville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Getzville. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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.
$390,666,000 under management
7 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting Services
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Getzville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Getzville. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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