Langston Washington
Langston Washington is a registered investment advisor at Wealthplan Investment Management LLC, based in Urbanna, VA, with 8 years of industry experience. Langston operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,145 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WealthPlan Investment Management provides investment management services for an annual fee that will not exceed 2.00% of the value of your portfolio. The specific fee schedule is negotiable and outlined in your agreement. Fees are generally billed quarterly in advance, based on the portfolio value at the end of the prior quarter. Clients also pay brokerage expenses and other investment-related fees.
Location
Urbanna, VA
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Regulatory History (2)
Financial
November 2024Financial
March 2024Employment History
Current Registrations
Wealthplan Investment Management LLC
Previous Registrations
Osaic Wealth, INC.Broker
Wealthplan Partners
Orion Portfolio Solutions, LLC
Brinker Capital Securities, LLCBroker
Orion Portfolio Solutions, LLC
Financial Services Advisory
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Grove Point Investments, LLCBroker
H. Beck, INC.
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Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
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.