Charles Beresford is a CFA-designated registered investment advisor at Long Game Financial, LLC, based in Longmeadow, MA, with 8 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 56 clients with $48M 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 $2.0M | 1.00% |
| $2M+ | 0.75% |
If a client has assets in more than one account under management with Long Game Financial, then Long Game Financial calculates its investment management fee separately for each account.
Fee Estimator
Location
Longmeadow, MA
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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
Long Game Financial, LLC
State Registrations6 states
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