Brendan Langley is a registered investment advisor at Langley Financial, LLC, based in Edgartown, MA, with 23 years of industry experience. Brendan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $15.0M | 0.75% |
| $15M+ | 0.50% |
Fee calculation may be more than the stated range depending on the client’s circumstances and complexity (estate and trust documentation/filings).
Fee Estimator
Location
Edgartown, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Langley Financial, LLC
Previous Registrations
Commonwealth Financial Network
State Registrations1 state
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