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Warren Langsford is a registered investment advisor at Integrity Financial Corporation, based in Bellevue, WA, with 12 years of industry experience. Warren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 1,825 clients with $680M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
15 advisors
Number of Clients
1,825 clients
Average Client Portfolio
$373K average
Assets Under Management
$680.1M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $25.0M | 1.00% |
| $25M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2620 Bellevue Way NE, #205, Bellevue, WA, 98004
Get directionsHistory
Regulatory History (1)
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Financial
June 2016Final
Employment History
Current Registrations
Integrity Financial Corporation
October 2013 - Present · 12 yrs 6 mos
State Registrations2 states
WAWY
Advisor
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.
Exams
No exam information available for this advisor.