Alec Long is a registered investment advisor at Long Advisors LLC, based in Middlesex, VT, with 4 years of industry experience. Alec operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 3 clients with $2.6M 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% |
Fees are negotiable. Some clients may elect to pay a performance-based fee of 25% of gains above a 6% hurdle rate, with no management fee. The advisory fees for Vermont clients will not exceed 2%.
Fee Estimator
Location
Middlesex, VT
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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 →Employment History
Current Registrations
Long Advisors LLC
Previous Registrations
Mfs Fund Distributors, INC.Broker
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.