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Michael Langford

19 Years of Experience
Austin, TX

Michael Langford is a registered investment advisor at Course Pilot Financial LLC, based in Austin, TX, with 19 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $1M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
6 clients
Average Client Portfolio
$167K average
Assets Under Management
$1.0M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.30%
$1.0M - $5.0M1.00%
$5M+0.75%

Fee is calculated at the household level, not per account.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Austin, TX

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Michael owns Tweetworks LLC, a social networking service on the internet. This activity is not investment-related.

Employment History
Current Registrations
Course Pilot Financial LLC
June 2010 - Present · 15 yrs 11 mos
Previous Registrations
Course Pilot Financial LLC
May 2006 - December 2009 · 3 yrs 7 mos
State Registrations1 state
MA
Advisor

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
No exam information available for this advisor.