Thomas Longman
Thomas Longman is a registered investment advisor at Longman Wealthcare Management, LLC, based in Miami, FL, with 25 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 31 clients with $79M 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 | 2.00% |
Annual investment management fees typically range between 0.50% and 2.00% of assets under management, and are negotiable based on account size, services provided, and other factors.
Fee Estimator
Location
11098 Biscayne Boulevard, Suite 304, Miami, FL, 33161
Get directionsHistory
Regulatory History (1)
Regulatory
August 2022Other Business Activities
Thomas is the President and a CPA at Thomas J. Longman C.P.A., P.A., an accounting firm. He dedicates about half of his time to this activity.
Employment History
Current Registrations
Longman Wealthcare Management, LLC
State Registrations1 state
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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