….
How does the advisor help clients – Key Takeaways:
LANG CAPITAL is a financial advising firm that specializes in helping clients achieve their financial goals. With a team of experienced and knowledgeable advisors, they offer a wide range of services to assist clients in managing their wealth and investments. Here are some key takeaways of how LANG CAPITAL helps their clients:
- Provides personalized and comprehensive financial planning to help clients reach their unique goals.
- Offers diversified and strategic investment strategies to help clients grow and protect their wealth.
- Constantly monitors and adjusts client portfolios to ensure they stay on track towards their financial objectives.
- Provides ongoing advice and support to help clients navigate through market fluctuations and changing financial situations.
Facts and Insights
LANG CAPITAL has been in business for 25 years and has grown its assets under management significantly during that time. In 2020, their total assets under management reached $500 million, with an average client account size of $1 million. This demonstrates the level of trust and satisfaction clients have in LANG CAPITAL’s services.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1996 | $500 million | 15 |
Financial Services Offered
LANG CAPITAL offers a wide range of financial services to assist clients with their wealth management and financial planning needs. Some of their services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types
LANG CAPITAL caters to a diverse range of clients, including individuals, families, and small business owners. They also have expertise in working with high-net-worth individuals and provide specialized services to meet their unique needs.
Fees & Compensation
LANG CAPITAL is a fee-only firm, meaning they do not earn commissions or receive compensation from third parties for recommending certain products to clients. They believe this fee structure allows them to act in the best interests of their clients and provide unbiased advice. Their fees are based on a percentage of assets under management, with rates varying depending on the size and complexity of the client’s portfolio.
Background
LANG CAPITAL was founded in 1996 by John Lang. With over 25 years of experience in the financial industry, John had a vision to create a firm that prioritizes client relationships and emphasizes the importance of personalized financial planning. Today, LANG CAPITAL has a team of 15 advisors who continue to uphold this vision and provide exceptional service to clients.
Financial Advisor Disclosures to Know
LANG CAPITAL follows all regulations and disclosures required by the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). They are a registered investment advisor and are held to a fiduciary standard, meaning they must act in the best interests of their clients. They also have a code of ethics and strict policies to prevent conflicts of interest. Clients can rest assured that LANG CAPITAL operates with transparency and integrity.