Randy Long is a CFP-designated registered investment advisor at Savvy, based in Wilmington, NC, with 29 years of industry experience. Randy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 4,613 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.90% |
Fees are negotiable and typically range between 0.30% and 1.90% per year based on account size and complexity. Net worth-based fees typically range between 0.10% and 0.40%.
Fee Estimator
Location
5101 Dunlea Court, Suite 204C, Wilmington, NC, 28405
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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
Randy is the manager of Long Business Advisors, LLC, a consulting business focused on exit planning, dedicating about half his time. He also manages two holding companies, L7, LLC and Sieben, LLC, and is a director at Electronic Lab Logs, Inc., a software company, spending minimal time on these ventures.
Employment History
Current Registrations
Savvy
Long Family Office
State Registrations2 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.
Exams
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