Langton Garvin is a CFA-designated registered investment advisor at Apex Quantitative Group, LLC, based in Marblehead, MA. Langton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4 clients with $1.5M 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 charged up to 1.5% annually (0.125% per month) on the net liquidating value of the account without tiers or breakpoints. Fees are negotiable based on historical relationship, anticipated future additional assets, and total household assets.
Fee Estimator
Location
Marblehead, MA
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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
Apex Quantitative Group, LLC
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.
Exams
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