Doni Langston is a registered investment advisor at Alpha Cubed Investments, LLC, based in Costa Mesa, CA, with 7 years of industry experience. Doni operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,928 clients with $3B 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 | 1.50% |
Fees are negotiable and will not exceed 1.50% of investable assets under management. A negotiated flat rate may be applied in certain circumstances.
Fee Estimator
Location
1124 Bristol St., Costa Mesa, CA, 92626
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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
Captrust
Alpha Cubed Investments, LLC
Previous Registrations
Empowerment Financial Group
Solutions First Financial Group
Ae Wealth Management, LLC
Empowerment Financial Group
State Registrations1 state
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.