Bruce Langer is a CFA-designated registered investment advisor at Epiq Partners, LLC, based in Minneapolis, MN, with 12 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Retirement Planning. Their firm serves 93 clients with $290M 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 | 1.00% |
Fees are annual fixed fees (or occasionally percentage-based) that will not exceed 1.0% and are negotiable. Clients are also subject to a minimum quarterly fee of $1,500 ($6,000 annually).
Fee Estimator
Location
2919 Knox Avenue South, Suite 200, Minneapolis, MN, 55408
Get directionsHistory
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
Epiq Partners, LLC
State Registrations2 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
More Advisors
- Daniel Aronson, CFAEpiq Partners, LLC
- Benjamin Lazarus, CFAEpiq Partners, LLC
- James Quinn, CFAEpiq Partners, LLC
- Noah Haverdink, CFPEpiq Partners, LLC
- Stephen Kairies, ChFCAccess Financial Services, INC.
- Kira Kinsman, CFPMercer Global Advisors INC.