PL
PL

Pete Lang

15 Years of Experience
Bluffton, SC

Pete Lang is a registered investment advisor at Lang Capital, based in Bluffton, SC, with 15 years of industry experience. Pete operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 160 clients with $100M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
160 clients
Average Client Portfolio
$644K average
Assets Under Management
$103.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.00%
$10M+1.00%

Fees negotiable for amounts over $10,000,000.

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

5 Marianna Way, Suite 102, Bluffton, SC, 29910

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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 Activities

Pete is a member of Clebourne Holdings LLC, which owns an office building, spending minimal time on this activity. He also manages Daufuskie Island Holdings LLC, which holds undeveloped land, dedicating a few hours per week. Pete is also the owner and president of Lang Capital, LLC, providing capital management and advisory services, taking about half of his time.

Employment History
Current Registrations
Lang Capital
October 2015 - Present · 10 yrs 7 mos
Previous Registrations
Precision Capital Management
February 2015 - November 2015 · 9 mos
Horter Investment Management, LLC
January 2011 - February 2015 · 4 yrs 1 mo
State Registrations2 states
NCSC
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.