Barbara Lang
Barbara Lang is a registered investment advisor at Vista Strategic Solutions, Limited Liability Company, based in Port Republic, NJ, with 9 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Vista refers clients to third-party investment advisors and receives a fee share. For example, if referred to Wells Fargo Advisors, Vista receives 0.50% of assets annually, while Wells Fargo Advisors receives 1.00%, for a total fee of 1.50%. These fees are negotiable.
Fee Estimator
Location
Port Republic, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Barbara is a Certified Public Accountant licensed in New Jersey, but is retired from accounting and does not practice public accounting.
Employment History
Current Registrations
Vista Strategic Solutions, Limited Liability Company
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.