WL
WL

William Lang

23 Years of Experience
Spokane, WA

William Lang is a registered investment advisor at Long Bridge Capital Management, based in Spokane, WA, with 23 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 129 clients with $40M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
129 clients
Average Client Portfolio
$312K average
Assets Under Management
$40.3M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are generally negotiable.

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

Spokane, WA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

William is a ski racing coach for the Mt Spokane Ski Race Team since 2018. This takes a few hours per week during the winter months.

Employment History
Current Registrations
Long Bridge Capital Management
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
Morgan StanleyBroker
May 2018 - June 2020 · 2 yrs 1 mo
Morgan Stanley
April 2018 - June 2020 · 2 yrs 2 mos
Manito Asset Management
May 2017 - December 2017 · 7 mos
Manito Asset Management
February 2017 - May 2017 · 3 mos
Icm Asset Management INC
August 2016 - February 2017 · 6 mos
Downriver Capital Management LLC
March 2010 - August 2016 · 6 yrs 5 mos
Signia Capital Management, LLC
August 2002 - July 2010 · 7 yrs 11 mos
State Registrations2 states
IDWA
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.