Bryan Langley
Bryan Langley is a registered investment advisor at Waltium Investment Advisors, based in Palm Beach Gardens, FL, with 2 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable. Financial planning fee is waived if using investment management services.
Fee Estimator
Location
Palm Beach Gardens, FL
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Bryan works full-time as a Partner Group Program Manager for Graphics and AI at Microsoft since 2012. He occasionally gives optional educational talks at Microsoft about capital markets and the economy, but does not provide advisory services or investment advice.
Employment History
Current Registrations
Waltium Investment Advisors
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.