EL
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Edwin William Langley

22 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
1,449 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$3.5B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.00%
$5.0M - $8.0M0.75%
$8M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

111 West Ocean Boulevard, 23rd Floor, Long Beach, CA, 90802-7908

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Edwin is a Certified Public Accountant and principal owner of Langley & Associates since 1979. This is a full-time position and is not investment related.

Employment History
Current Registrations
Halbert Hargrove
July 2011 - Present · 14 yrs 7 mos
Previous Registrations
Mbm Advisors INC
May 2003 - July 2011 · 8 yrs 2 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Edwin William Langley - Financial Advisor | TrueAdvisor