Joshua Lang
Joshua Lang is a registered investment advisor at Significant Wealth Partners LLC, based in Cary, IL, with 5 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 7 more. Their firm serves 1,396 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
117 W. Main St., Cary, IL, 60013
Get directionsHistory
Regulatory History (1)
Financial
June 2020Other Business ActivitiesSells Insurance
Joshua is a life insurance agent with Highland Capital Brokerage since 2019, dedicating nearly full-time hours to selling life insurance and fixed annuity products. He is also an independent life insurance agent with Mutual Trust Life since 2021, spending about a quarter of his time on this activity.
Employment History
Current Registrations
Significant Wealth Partners LLC
Previous Registrations
Brookstone Capital Management LLC
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.