Langdon Financial Management is a registered investment advisor and tax consulting firm based in Springfield, Illinois, led by Certified Public Accountant Gregory J. Langdon. With decades of experience in personal finance and taxation, the firm helps individuals and small businesses manage their wealth, with a particular focus on retirement accounts, individual retirement account rollovers, brokerage accounts, and long-term investment strategies. Langdon Financial Management works to understand each client's unique needs and risk tolerance to build customized investment portfolios using Charles Schwab as the custodian. In addition to investment management, the firm provides federal and state income tax filing services for both investment clients and separate tax clients. The firm emphasizes personalized attention, safeguarding client assets while seeking long-term growth, and maintaining clear communication regarding portfolio adjustments.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally 1% annually, collected quarterly, and may be negotiable based on total assets under management.