Langley Financial acts as an advisor, developing personalized asset allocation programs and connecting clients with sub-advisor money managers. Langley Financial aims to find the best talent from a variety of investment disciplines. Client accounts consist of stocks, bonds, mutual funds, and exchange traded funds designed to meet the client’s objectives. Langley Financial pre-qualifies clients for participation in the sub-advisors programs.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $15.0M | 0.75% |
| $15M+ | 0.50% |
Fee calculation may be more than the stated range depending on the client’s circumstances and complexity (estate and trust documentation/filings).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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