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Warren Langsford

13 Years of Experience
Bellevue, WA

Warren Langsford is a registered investment advisor at Integrity Financial Corporation, based in Bellevue, WA, with 13 years of industry experience. Warren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 1,450 clients with $870M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
14 advisors
Number of Clients
1,450 clients
Average Client Portfolio
$599K average
Assets Under Management
$868.1M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $25.0M1.00%
$25M+0.75%

Fees are negotiable.

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

2620 Bellevue Way NE, #205, Bellevue, WA, 98004

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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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Employment History
Current Registrations
Integrity Financial Corporation
October 2013 - Present · 13 yrs
State Registrations2 states
WAWY
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.
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