Scott Langguth
Scott Langguth is a registered investment advisor at Strategic Finance & Management, LLC, based in Prior Lake, MN, with 12 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management. Their firm serves 20 clients with $7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $750K | 1.75% |
| $750K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Advisory fees may be waived or offset if SFM receives compensation on the purchase, sale, exchange, conversion and, otherwise, trade of assets held in the client's account that are equal or greater than the annual advisory fee. Our advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
Prior Lake, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Scott offers financial services and sells fixed insurance and fixed indexed annuity products through Strategic Finance & Management LLC. He also performs financial analysis and planning for clients through Sigma Planning Corporation.
Employment History
Current Registrations
Strategic Finance & Management, LLC
Previous Registrations
Spc
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.