Langdon Financial Management (LFM) offers financial planning advice with a focus on retirement accounts and brokerage accounts. LFM works with clients to determine their needs and develop investment strategies based on their risk tolerance. LFM uses Charles Schwab as custodian for client assets.
Assets Under Management$82M
Clients307
Advisors2
Avg. per Client$270K
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable depending on the total value of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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