Lansdowne Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lansdowne Wealth Management serves individual and high-net-worth clients, offering discretionary portfolio management and financial planning services. The firm reported approximately $227.7 million in discretionary assets under management across about 357 client accounts and operates with a seven-advisor team.
Lansdowne develops a written Investment Policy Statement for each client and typically seeks discretionary authority to implement the agreed asset allocation and trading approach. The firm employs a mix of charting, fundamental, technical and cyclical analysis and uses both long- and short-term strategies, with accounts reviewed on a monthly basis.
The firm’s practice is notable for a substantial non-U.S. client base and for adviser affiliations with a foreign-registered investment adviser and with firms that are authorized to provide insurance and pension services in the EEA. Those outside business activities can include offering insurance-based or commissionable products through affiliated networks; such relationships are disclosed to clients and clients are not required to use those services.
Client services
Expertise
Fee options
Financial Planning flat fees typically start at $3,500 and increase based on complexity; Dunhill Investment Supervisory Services above $5,000,000 assets charged fixed $25,000 flat fee
$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.15% $1,000,000 - $2,500,000: 1.00% $2,500,000 - $5,000,000: 0.50% $5,000,000+: Negotiable
Financial Planning hourly fees typically $250/hour
Account minimum: $250,000 (may be waived) Minimum fee: Dunhill Investment Supervisory Services has a minimum fee of $2,500 annually Fee-only: Investment Supervisory Services fees as tiered above; Financial Planning fees charged as flat fees or hourly rates
Main office
34 Water Street, Unit 2 A
Mystic CT 06355
Advisors at this office
8
Most active in
California · Connecticut · Florida · Louisiana · New York · Texas · Washington
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)