How does the advisor help clients – Key Takeaways:
As a trusted financial expert, Langley Wealth Management, LLC offers personalized financial solutions to help clients achieve their financial goals and secure their future. Their team of experienced advisors provides comprehensive wealth management services to individuals, families, and businesses, guiding them through every stage of their financial journey.
Facts and Insights
Founded in 2006, Langley Wealth Management, LLC has accumulated vast experience in the financial industry and has established a strong reputation for providing quality financial services to its clients. They have a team of 20 experienced advisors and currently manage over $500 million in assets.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | 15 years |
Financial Services Offered
Langley Wealth Management, LLC offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, risk management, and business planning. They work closely with their clients to develop customized financial plans that align with their unique goals and objectives.
Client Types
Langley Wealth Management, LLC serves a diverse clientele, including high-net-worth individuals, families, and small business owners. Their team of advisors understands the complexities of managing wealth and works with each client to create tailored solutions that address their specific financial needs.
Fees & Compensation
Langley Wealth Management, LLC charges a competitive fee based on a percentage of assets under management. They also offer fee-only options for clients who prefer a straightforward and transparent fee structure. This ensures that their interests are always aligned with their clients’ goals.
Background
Langley Wealth Management, LLC was founded by John Langley, a highly experienced financial advisor. With over 20 years of experience in the industry, John is dedicated to helping his clients achieve financial success through personalized and strategic planning. He is a Certified Financial Planner (CFP) and holds various other industry certifications.
Financial Advisor Disclosures to Know
As a registered investment advisor, Langley Wealth Management, LLC has a fiduciary duty to act in the best interests of their clients. They have no disclosures or regulatory actions on their record, ensuring that their clients can trust them to provide unbiased and ethical financial advice.