Dennis Long is a registered investment advisor at Blong Financial, based in Memphis, TN, with 14 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 326 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
bLong Financial's annual investment management fee is a percentage of the assets they manage, and the specific rate depends on the investment strategy used.
- For portfolios less than $1 million, the fee ranges from 0.50% to 1.50% per year.
- For portfolios greater than $1 million, the fee ranges from 0.50% to 1.00% per year.
These fees are paid quarterly, either in advance or after the quarter, as detailed in your agreement.
Location
5391 Normandy Rd, Memphis, TN, 38120
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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
Dennis is the owner and sole proprietor of Family Back Office Services, providing tax and planning services. This activity takes up a significant amount of his time, roughly 25%.
Employment History
Current Registrations
Blong Financial
Previous Registrations
Raymond James Financial Services
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.