Jeffrey Lang is a CFP-designated registered investment advisor at Seneschal Family Office, based in Tacoma, WA, with 26 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 227 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Standard Wealth Management fee is 0.90% annually. Comprehensive Wealth Management charges 0.35% plus a fixed fee starting at $15,000. Family Office Services charges 0.25% plus a fixed fee starting at $25,000. Fees are negotiable.
Fee Estimator
Location
2323 N. 30th Street, Suite 200, Tacoma, WA, 98403
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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 →Employment History
Current Registrations
Seneschal Family Office
Previous Registrations
Charles Schwab & CO., INC.
State Registrations4 states
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.
Exams
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