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Michael Langdon

3 Years of Experience
Ridgeland, MS

Michael Langdon is a registered investment advisor at Grantham Poole Advisors, LLC, based in Ridgeland, MS, with 3 years of industry experience. Michael 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, Insurance Planning, and 3 more. Their firm serves 35 clients with $67M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
35 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$66.5M

Fee Structure

Planning is included in investment management (also available separately)

GPA can manage your investments either by selecting a third-party money manager or through a directly managed account. If GPA directly manages your account, the fee is based on an hourly rate of $350, which is negotiable depending on your circumstances. You'll receive an invoice from GPA, and payment is due upon receipt.

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Location

1062 Highland Colony Parkway, Suite 201, Ridgeland, MS, 39157

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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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Employment History
Current Registrations
Grantham Poole Advisors, LLC
August 2022 - Present · 3 yrs 8 mos
State Registrations1 state
MS
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.