Cheryl Langston is a CFP-designated registered investment advisor at Edelman Financial Engines, based in Raleigh, NC, with 23 years of industry experience. Cheryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,244,406 clients with $330B 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 $400K | 1.75% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees for amounts over $25 million are negotiable.
Fee Estimator
Location
4700 Falls of Neuse Rd, Suite 275, Raleigh, NC, 27609
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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 Activities
Cheryl volunteers with Wings for Widows, a 501(c)(3) organization, providing limited pro bono financial coaching to widows and widowers. This requires minimal time each month.
Employment History
Current Registrations
Edelman Financial Engines
Previous Registrations
West Financial Services, INC.
Bb&t Securities, LLCBroker
Bb&t Securities, LLC
Bb&t Investment Services, INC.Broker
Bb&t Investment Services, INC.
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Banc One Securities CorporationBroker
Liberty Securities CorporationBroker
Natcity Investments, INC.Broker
Liberty Securities CorporationBroker
Wall Street Investor ServicesBroker
Afs Brokerage, INC.Broker
State Registrations3 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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