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Landmark Financial Advisors, Llc
Bowling Green, Kentucky
LANDMARK FINANCIAL ADVISORS, LLC:
With over 360 individual clients and more than $503,689,000 in assets under management, Landmark Financial Advisors, LLC is a reputable local investment advisory firm based in Bowling Green, KY. Operating from a single office, the company offers comprehensive financial services to a diverse range of clients. While employer funds management is within their expertise, 401K and individual accounts represent less than 30% of their assets under management. Notably, a significant 87% of the assets they manage are discretionary, highlighting their expertise in providing personalized investment solution...see more
Assets Under Mgmt
$503.69M
Investment Professionals
6
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Disclosures
- Civil action by state or foreign financial regulatory authority dismissed by domestic or foreign court
Reviews for Landmark Financial Advisors, Llc
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