Langley Wealth Management offers ongoing portfolio management based on a client's financial situation, goals, and risk tolerance. Langley recommends investments in a diversified portfolio of mutual funds, and may also recommend stocks, bonds, and ETFs. Langley also provides financial planning services to clients who do not want ongoing portfolio management. Langley tailors its advisory services to the individual needs of its clients.
Assets Under Management$30M
Clients69
Advisors1
Avg. per Client$430K
Avg. per Advisor$30M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $500K | 1.55% |
| $500K - $1000K | 1.40% |
| $1.0M - $2.0M | 1.30% |
| $2.0M - $5.0M | 1.20% |
| $5M+ | 1.05% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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