Tyler Frank is a registered investment advisor at Long Run Wealth Advisors, LLC, based in Lake Placid, NY, with 1 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 924 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
Long Run Wealth Advisors charges an annual fee based on the value of your portfolio. The fee ranges from 0.50% to 1.50% depending on the amount you invest, the types of investments, and the services you receive. The fee is charged quarterly, in advance. The firm may negotiate a different fee rate for certain client holdings such as held-away assets or alternative investments.
Location
55 Barn Road, Suite 206, Lake Placid, NY, 12946
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Long Run Wealth Advisors, LLC
State Registrations2 states
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