Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees may vary depending on the portfolio, its complexity, and overall management. Fees are negotiable.
Fee Estimator
Portfolio management fees are based on a percentage of assets under management, but the exact percentage may vary depending on the specific portfolio, its complexity, and overall management. The brochure indicates fees are approximately 1.00% for accounts between $100,000 and $1,000,000, and 1.00% or individually negotiated for accounts over $1,000,000. Financial planning is charged either hourly (up to $500/hour) or as a fixed fee based on net worth. Fees and account minimums are negotiable.
Areas of Practice
Advisor Information
Office location
8500 Brooktree Rd., Suite 210, Wexford, PA, 15090
Get directionsRegulatory History (7)
Judgment / Lien
July 2015Judgment / Lien
February 2015Judgment / Lien
August 2014Judgment / Lien
November 2013Judgment / Lien
September 2012Judgment / Lien
April 2009Judgment / Lien
January 2005Other Business Activities
Gary is the owner of Landmark Financial Partners, a DBA for securities business through BCG Securities, and Landmark Tax and Accounting Services, offering tax planning, bookkeeping, and payroll services. He spends a few hours per week on Landmark Financial Partners and about 10-20% of his time on Landmark Tax and Accounting Services.