Thomas Langer is a registered investment advisor at Uhlmann Investment Management, L.L.C., based in Skokie, IL, with 13 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 456 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.75% |
| $2.0M - $3.0M | 1.50% |
| $3.0M - $4.0M | 1.25% |
| $4M+ | 1.00% |
UIM may negotiate its fee or exclude certain investments from the fee calculation at its discretion.
Fee Estimator
Location
5202 Old Orchard Road, Suite 250, Skokie, IL, 60077
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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.
Learn about disclosures →Other Business Activities
Thomas owns Langer 1 LLC and Langer 2 LLC, both rental real estate businesses, dedicating minimal time to each. He also serves as an officer for Langer Wealth Solutions (DBA for RJ activities, taking about half his time) and Langer Wealth Strategies (financial planner/owner, dedicating a few hours per week).
Employment History
Current Registrations
Uhlmann Investment Management, L.L.C.
Uhlmann Price Securities, LLC
Uhlmann Price Securities, LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations6 states
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.