CL
CFA
CL
CFA

Christopher Langstaff

11 Years of Experience
Aliso Viejo, CA

Christopher Langstaff is a CFA-designated registered investment advisor at Wealthspire Retirement Advisory, based in Aliso Viejo, CA, with 11 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 7,532 clients with $39B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
147 advisors
Number of Clients
7,532 clients
Average Client Portfolio
$5.1M average
Assets Under Management
$38.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.60%

Fees range from 0.25% to 1.60% based on the nature of the services, portfolio composition, and rebalancing frequency. Rates are negotiable.

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

120 Vantis, Suite 400, Aliso Viejo, CA, 92656

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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
Wealthspire Retirement Advisory
December 2015 - Present · 10 yrs 10 mos
Previous Registrations
Kestra Investment Services, LLCBroker
September 2015 - January 2018 · 2 yrs 4 mos
State Registrations1 state
CA
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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