Lang & Becker offers investment advisory services, including designing and managing custom portfolios based on client objectives and risk tolerance. They may use sub-advisers and third-party research. Lang & Becker offers services through Osaic Wealth, Inc., including Advisor Managed Portfolios and Unified Managed Accounts. They provide both discretionary and non-discretionary advice.
Assets Under Management$99M
Clients69
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$49M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.5M | 1.50% |
| $1.5M+ | 0.75% |
This schedule is used as a guideline only; all fees are subject to negotiation at the sole discretion of Lang & Becker. Fees for Osaic Wealth Management Platform accounts are separate and negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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