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Avon, OH 44011
440-365-9100
Be a blessing.
About Landing Point Financial Group
We understand the challenges that individuals and families face when it comes to their financial well-being. We recognize that navigating the complex world of finance can be overwhelming and often leaves people feeling uncertain about their future. That's where we come in.
In an ever-changing world, having a trusted advisor by your side is crucial. Landing Point Financial Group brings together a team of professionals with the expertise to add value and knowledge to your financial journey. Our advisors stay versed in the latest industry trends and are committed to providing the best possible advice and solutions, tailored to your ever-evolving situations.
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General Information
Firm Start Year
2004
No. of Employees
20-49
CRD#
6653328
Firm CRD#
312978
Name of Custodial Firm
Fidelity Investments
Work with the following types of clients
Individual Investors, Non-Profit Organizations, Businesses
Advisory Services Provided
Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Risk Management, Financial Planning for Individuals, Tax Advice and Services, Education Funding and Planning
Services
Investment Types
Bonds, Mutual Funds, Stocks, Exchange Traded Funds (ETFs), Alternative Investments
Can meet clients in the following ways
Phone, Email, Our Office, Video Conference
Compliance
Registered Investment Advisor
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Firm Information
Firm's Number of Clients
500
Assets Managed by Firm
$275,000,000
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
250000
Compensation Methods
Based on Assets, Flat Fee
Disclosures
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1892801/retirementplanning-Landing-Point-Financial-Group-detailed-disclosure.html
Disclaimer
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.