Bryan Mortenson
Bryan Mortenson is a registered investment advisor at Long Lake Capital Management, LLC, based in Birmingham, MI, with 13 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 41 clients with $43M 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 | 1.25% |
Fees are negotiable under certain circumstances.
Fee Estimator
Location
401 S. Old Woodward Ave., Suite 435, Birmingham, MI, 48009
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2013Other Business Activities
Bryan serves on the Board of Directors at Nexteon, an aviation software company, since January 2024. This requires a few hours per week, including some time during market hours.
Employment History
Current Registrations
Long Lake Capital Management, LLC
Previous Registrations
R H Bluestein & CO
State Registrations3 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.