Langley Wealth Management provides wealth management services, including investment management and financial planning, to individuals, high-net-worth individuals, trusts, and estates. Langley Wealth creates customized investment strategies based on client goals, risk tolerance, and financial situations. The firm constructs portfolios using exchange-traded funds, mutual funds, individual stocks and bonds, and other investments. Langley Wealth also offers financial planning services covering investment planning, retirement planning, personal savings, education savings, and insurance needs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable at the sole discretion of the Advisor. Certain Clients may be offered a fixed rate fee schedule. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.