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The fee is billed in arrears and is negotiable.","source":"LANGLEY WEALTH DISCLOSURE BROCHURE, filed 25 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Langley Wealth Management use?","answer":"Langley Wealth Management’s separately managed account assets are held at Raymond James Financial Services, Inc. (St. Petersburg, FL), with $371M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Langley Wealth Management have?","answer":"Langley Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 9 employees, and 4 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Langley Wealth Management invest in?","answer":"At the end of its last fiscal year, Langley Wealth Management’s separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 25% exchange-traded equities, 8% cash and equivalents, 5% investment grade corporate bonds and 2% other. 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