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Abigail Landrum

Advisor at Robert Baird & Co.

Updated today
Robert Baird & Co. logo

Firm

Robert Baird & Co.

Location

Hopkinsville, KY 42240

Credentials

Series 63, Series 65

Industry experience

6 years

About

Abigail Landrum is a financial advisor at Robert Baird & Co. with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Robert Baird & Co. and Hilliard Lyons since 2019. Outside of her advisory role, she performs bookkeeping duties for a local restaurant and a community spirits society in Hopkinsville, KY. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a mix of in-house and third-party managers across a range of investment strategies.

Client services

Based on Robert Baird & Co.

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops See schedule d

Expertise

Based on Robert Baird & Co.

Wealth management Tax-loss harvesting

Occupation focus

Based on Robert Baird & Co.

Retired Founder/Business Owner

Fee options

Fixed

Flat fees available for specific services or financial plans; negotiated per client agreement.

Percentage

$0 - $10,000,000: Negotiable $10,000,001 - $25,000,000: 0.60% $25,000,001 - $50,000,000: 0.45% $50,000,001 - $75,000,000: 0.30% $75,000,001 - $100,000,000: 0.15% $100,000,001+: Negotiable

Commissions

Brokerage commissions and related fees may apply for securities transactions; separate from advisory fees.

Project-based

Hourly consulting or advisory rates available; details negotiated per client agreement.

Other

Account minimum: $50,000 Minimum fee: Minimum quarterly advisory fee may be assessed; minimum annual advisory fee of $60,000 may apply for DDK Fee-only: Flat or hourly fees available; specific fees negotiated and detailed in client agreements.

Location

1003 South Virginia Street

Hopkinsville, KY 42240

Most active in

Florida · Kentucky

Work history

Robert Baird & Co.

2019 - Present (7 years)

Hilliard Lyons

2019 - Present (7 years)

CCBOE

2017 - 2019 (2 years)

Grupo

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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