Ellen Long is a CFP-designated registered investment advisor at Long Family Office, based in Wilmington, NC, with 12 years of industry experience. Ellen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 3 more. Their firm serves 30 clients with $52M 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Rates shown are for new clients. Existing clients have a separate legacy fee schedule starting at 1.35% for the first $100,000. Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Location
5101 Dunlea Court, Suite 204C, Wilmington, NC, 28405
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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
Ellen is the owner and manager of Paktolos LLC, a business consulting firm, since 2020. This takes nearly a full-time commitment.
Employment History
Current Registrations
Long Family Office
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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