Lander & Associates Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lander & Associates, Inc. is an SEC-registered, fee-only independent advisory firm led by a sole advisor and CFP who provides investment supervisory services, financial planning, and related consulting to individuals, high-net-worth clients and pension/profit-sharing plans. The firm offers ongoing asset management and planning services and, as is common among independents, typically charges fees based on a percentage of assets under management.
The firm manages client portfolios on a discretionary basis and emphasizes strategic asset allocation and global diversification tailored to each client’s stated objectives and risk tolerance, with account reviews at least annually. Custody and trade execution are handled through institutional custody arrangements (Schwab is the primary custodian), and the advisor may engage other professionals or custodians when appropriate.
A distinctive practice noted in the brochure is that the firm’s principal also performs tax preparation services for advisory clients and Lander is directly compensated for those services, an arrangement that is uncommon among peer independent firms. The firm also manages a relatively concentrated client base — roughly $180 million in assets for 48 clients — and is overseen by the sole owner who serves as Chief Compliance Officer and maintains CFP certification, reflecting a long operating history and tightly focused adviser-client relationships.
Client services
Expertise
Fee options
$0 - $3,000,000: 1.00% annually $3,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
$200 per hour, billed in 15-minute increments, negotiable or waivable
Main office
Oak Hill VA
Advisors at this office
1
Most active in
District of Columbia · Maryland · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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