How does the advisor help clients – Key Takeaways:
Lang Asset Management, Inc. is a leading financial advisory firm that tailors its services to meet the individual needs of its clients. Its team of experts provide personalized and comprehensive financial planning and investment management services to help clients achieve their financial goals.
Facts and Insights
With over 20 years of experience in the financial industry, Lang Asset Management, Inc. has established itself as a trusted and reliable partner for individuals and businesses seeking expert financial advice. The firm offers a wide range of services, from retirement planning to tax planning, to help its clients navigate the complexities of the financial world.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 20+ years |
Financial Services Offered
Lang Asset Management, Inc. offers a diverse range of financial services, including:
- Financial Planning
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Services
Client Types
The firm serves a wide variety of clients, including individuals, families, and businesses. Whether you are a young professional just starting out your financial journey or a seasoned investor looking to preserve your wealth, Lang Asset Management, Inc. has the expertise and resources to help you achieve your financial goals.
Fees & Compensation
Lang Asset Management, Inc. is committed to transparency and has a straightforward fee structure. The firm charges a percentage of assets under management, typically ranging from 1% to 2%, depending on the scope of services provided. This fee is competitive within the industry and is inclusive of all investment advice and management services.
Background
Lang Asset Management, Inc. was founded by John Lang, a highly experienced and knowledgeable financial advisor with over 30 years of experience in the industry. He leads a team of dedicated professionals who share his passion for delivering exceptional financial advice and service to their clients. The firm is registered as an investment advisor with the Securities and Exchange Commission (SEC).
Financial Advisor Disclosures to Know
As a registered investment advisor, Lang Asset Management, Inc. is legally obligated to disclose any potential conflicts of interest or disciplinary actions taken against the firm or its advisors. Clients can access this information through the firm’s Form ADV, which is available on the SEC’s website or upon request from the firm.