Philip Lang is a CFP-designated registered investment advisor at Accel Advisors, INC., based in Costa Mesa, CA, with 22 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 11 clients with $5.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Accel Advisors charges a percentage of the assets they manage for investment portfolio management. This fee generally ranges between 0.50% and 2.0% per year, and is negotiable based on the complexity of your portfolio and the services you need. The fee is billed quarterly in advance, based on the value of your account at the end of the prior quarter.
Location
Costa Mesa, CA
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Regulatory History
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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Philip provides financial consulting services to companies through Accel Advisors, Inc. This involves advising companies on financial-related topics such as risk assessment, financial organization, and financial decision making.
Employment History
Current Registrations
Accel Advisors, INC.
Previous Registrations
LPL Financial LLC
Ameriprise Financial Services, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.