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Scott Langham

23 Years of Experience
San Antonio, TX
BrokerSells Insurance

Scott Langham is a registered investment advisor at Arkadios Wealth Advisors, based in San Antonio, TX, with 23 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 12,091 clients with $3.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
209 advisors
Number of Clients
12,091 clients
Average Client Portfolio
$319K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$125
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K+1.50%

Existing clients may have different fee schedules based on agreements prior to March 2021. Clients at NFS will be charged a minimum fee of $10.42 monthly. Fees may be negotiable.

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

San Antonio, 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 ActivitiesSells Insurance

Scott is an insurance advisor since 2004, selling insurance products to clients. This activity requires minimal time.

Employment History
Current Registrations
Arkadios CapitalBroker
January 2022 - Present · 4 yrs 4 mos
Arkadios Wealth Advisors
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Securities America, INC.Broker
July 2020 - February 2022 · 1 yr 7 mos
Securities America Advisors, INC.
July 2020 - February 2022 · 1 yr 7 mos
Investacorp Advisory Services INC
August 2006 - July 2020 · 13 yrs 11 mos
Investacorp, INC.Broker
July 2006 - July 2020 · 14 yrs
Lincoln Financial Advisors CorporationBroker
February 2004 - August 2006 · 2 yrs 6 mos
Lincoln Financial Advisors Corporation
February 2004 - August 2006 · 2 yrs 6 mos
The Lincoln National Life Insurance CompanyBroker
February 2004 - April 2006 · 2 yrs 2 mos
Morgan Stanley
October 2002 - February 2004 · 1 yr 4 mos
Morgan Stanley Dw INC.Broker
August 2002 - February 2004 · 1 yr 6 mos
State Registrations13 states
ARAZCACOFLLAMEMINYORTXWAWI
AdvisorBrokerBoth

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.
Scott Langham - Financial Advisor | TrueAdvisor