Donald Longlet is a CFA-designated registered investment advisor at Next Century Growth Investors LLC, based in Plymouth, MN, with 12 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 30 clients with $1.3B 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 $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are negotiable under certain circumstances.
Fee Estimator
Location
2 Carlson Parkway, Suite 125, Plymouth, MN, 55447
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Next Century Growth Investors LLC
State Registrations1 state
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