Jeffrey Lang is a CFP-designated registered investment advisor at Seneschal Family Office, based in Tacoma, WA, with 25 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 219 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Seneschal Family Office offers investment management as part of its Wealth Management, Comprehensive Wealth Management, and Family Office Services engagements. The fees are as follows:
- Wealth Management: 0.90% of your portfolio per year.
- Comprehensive Wealth Management: 0.35% of your portfolio per year, plus a fixed fee starting at $15,000 per year.
- Family Office Services: 0.25% of your portfolio per year, plus a fixed fee starting at $25,000 per year.
For held away assets (e.g., 401(k)s), the fee is 1.00% annually.
Location
2323 N. 30th Street, Suite 200, Tacoma, WA, 98403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Seneschal Family Office
Previous Registrations
Charles Schwab & CO., INC.
State Registrations4 states
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