wiseradvisor

Michael Landsberg
Landsberg Bennett Private Wealth Management

Tel: (941) 391-8000
252 West Marion Avenue
Suite 200
Punta Gorda, FL 33950

Fee-Only, 100% Fiduciary, Locally owned, Planning Based Firm

Landsberg Bennett Private Wealth Management | Financial Advisor in Punta Gorda ,FL


About Landsberg Bennett Private Wealth Management

We are the premier, independent fee-only, full fiduciary firm in Southwest Florida. Our firm is planning based and has 5 CERTIFIED FINANCIAL PLANNER" PROFESSIONALS to service our client's needs. Our investment committee has three members with MBAs, one CFA® & one CIMA®.

Who will you trust to guide you in your wealth management decisions? Will they always put your interests first?

At Landsberg Bennett Private Wealth Management, we take the time to learn what wealth really means to you and your family. We use deep insight with decades of experience to create and implement a comprehensive wealth plan precisely tailored to you. We aim to understand and care for you far better than any other financial service provider.

Whether you're close to retirement or just making sure you're on the right path to retire in 30 years, Landsberg Bennett provides wealth management services giving you a path to reach your wealth lifestyle retirement goal. You'll have peace of mind as you partner with Landsberg Bennett, an independent, fiduciary based fee-only financial planning firm for a smooth journey and an easy transition into retirement.

No matter what your situation is, we can help you decide how to put your wealth to work for you and the generations to come.


General Information

Firm Start Year:   2012
No.of Employees:   10-19
Name of Broker/Dealer:   na
Name of Custodial Firm:   Fidelity
States Licensed in:   CA, CT, FL, GA. IL. ME. MA. MI, MN, NH, NJ, NC, OH, SC, TN, TX, VA, WA, WI
Number of Years with Current Firm:   8
I work with the following types of clients:   Businesses, Non-Profit Organizations, Individual Investors


Services

Investment Types:   Mutual Funds, Stocks, Exchange Traded Funds (ETFs), Bonds, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Video Conference, Via phone, At your office, At your home, At my office


Firm Information

Firm's Number of Clients:   425
Firm's Number of Planning Clients:   425
Firm's Number of Managed Clients:   425
Assets Managed by Firm:   750,000,000
Advisor's Number of Clients:   425
Advisor's Number of Managed Clients:   425
Advisor's Number of Planning Clients:   425
Assets Managed by Advisor:   $750,000,000


Compliance

Registered Investment Advisor:   Yes
I am an 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


Compensation and Fees

Fee Structure:   Fee Only
Minimum Portfolio Size for New Managed Accounts:   $1,000,000
Fee % Based on Assets:   varies
Additional Details on Charges:   We are a fee-only, fiduciary firm. We only get paid by one entity, the client. There are no upfront commissions, no trailing fees, nothing else.
Minimum Fee Charged for Managed Accounts:   varies


Board Positions

Organization:  Charlotte Preparatory School  Port Charlotte, FL
Position :  President
Duration :  08/11/2007-06/11/2016

Organization:  Punta Gorda Symphony  Punta Gorda, FL
Position :  Chairman
Duration :  06/12/2018-Currently holding


Education

Bachelors Degree - Business Management  Babson College - Wellesley, MA
09/05/1988-05/23/1992

MBA - Business Management  University of Florida - Gainesville, FL
01/05/1998-12/12/1998



Faqs

  • What are your qualifications? What is your education background? We have 5 CERTIFIED FINANCIAL PLANNERS on staff. The easiest way to see all of our team's educational background and qualifications is to visit our team page. https://www.landsbergbennett.com/financial-advisors-punta-gorda-fl/
  • What is your approach to financial planning? Retirement should be a time to reap the benefits of your lifes hard work. But even affluent individuals may question their preparedness for the active and engaged retirement they often desire. Our financial planning process begins with defining and prioritizing your goals. First, we explore your objectives and aspirations as well as any financial concerns you may have. Will I outlive my assets or will my assets outlive me? Where and how will I get income in retirement? Will my spouse be financially taken care of if I pass away? How much investment risk should I take? Are my assets protected from lawsuits? Who will get more of my money my heirs or the IRS? How can I leave a lasting legacy? Together, we prioritize your goals including your estate, legacy, education funding, philanthropy, real estate and other major purchases, travel, health care to help ensure that we are both focused on achieving what you value most.
  • What services do you offer? https://www.landsbergbennett.com/our-financial-planning-process/
  • How many clients do you currently manage? 425
  • Will you be the only person working with me? No. We have a team approach. There will be a relationship manager (CFP) and an administrative manager assigned to each account. As Chief Investment Officer, Michael Landsberg is involved with the portfolio construction and management of all accounts.
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Disclaimer

Landsberg Bennett Private Wealth Management, LLC (LBPWM) is an SEC registered investment adviser. For information pertaining to LBPWM, please contact LBPWM or refer to the SECs website (www.adviserinfo.sec.gov). Investments in securities involve the risk of loss.

Michael Landsberg

Michael Landsberg

CFP®, CIMA®, AIF®

Michael has a Bachelors Degree from Babson College and an MBA from the University of Florida. He spent 18 years at Merrill Lynch as a Senior Vice President before leaving to found Landsberg Bennett in 2012. Michael has been named 7 times to Barron's Top 1200 Advisors State by State National Rankings and 3 times to Forbes Magazine Top Wealth Advisor rankings. He is a CERTIFIED FINANCIAL PLANNER", a Certified Investment Management Analyst, and an Accredited Investment Fiduciary. Michael is also very active in his community and is the current Board Chairman of the Punta Gorda Symphony and the past Board President of the Charlotte Preparatory School. He is married and has 3 children.

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My Services

Insurance Planning

We will review insurance policies and new opportunities for clients but we will refer the business away as the products pay commissions.


Financial Planning for Businesses

At Landsberg Bennett Private Wealth Management, we take the time to learn what wealth really means to you and your family. We use deep insight with decades of experience to create and implement a comprehensive wealth plan precisely tailored to you. We aim to understand and care for you far better than any other financial service provider. Whether youre close to retirement or just making sure youre on the right path to retire in 30 years, Landsberg Bennett provides wealth management services giving you a path to reach your wealth lifestyle retirement goal. Youll have peace of mind as you partner with Landsberg Bennett, an independent, fiduciary based fee-only financial planning firm for a smooth journey and an easy transition into retirement. No matter what your situation is, we can help you decide how to put your wealth to work, for you and the generations to come.


Financial Planning for Individuals

At Landsberg Bennett Private Wealth Management, we take the time to learn what wealth really means to you and your family. We use deep insight with decades of experience to create and implement a comprehensive wealth plan precisely tailored to you. We aim to understand and care for you far better than any other financial service provider. Whether youre close to retirement or just making sure youre on the right path to retire in 30 years, Landsberg Bennett provides wealth management services giving you a path to reach your wealth lifestyle retirement goal. Youll have peace of mind as you partner with Landsberg Bennett, an independent, fiduciary based fee-only financial planning firm for a smooth journey and an easy transition into retirement. No matter what your situation is, we can help you decide how to put your wealth to work, for you and the generations to come.


Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 5:00 PM

Communities Served

Punta Gorda Port Charlotte
North Fort Myers Cape Coral
Fort Myers North Port
Englewood Boca Grande

News & Events

Michael Landsberg quoted in Wall Street Journal
When: 08/24/2019
Details:Landsberg Bennett Founder Michael Landsberg was interviewed for an article focusing on female clients wanting to work more and more with female advisers. Landsberg Bennett has internally promoted two female associates into financial advisors. ...more


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