Longman WealthCare Management is an independent registered investment advisor based in Miami, Florida, offering comprehensive financial planning, investment management, and retirement income planning. Founded in 2001, Longman WealthCare Management emphasizes tax reduction strategies, retirement planning, and family wealth preservation. As a legally required fiduciary, Longman WealthCare Management acts in clients' best interests and operates on a fee-only and fee-based platform without selling commission-based products. The firm partners with SEI Investments Management Corporation to provide professional portfolio management and asset allocation strategies using mutual funds. In addition to investment and financial planning services, Longman WealthCare Management coordinates with an affiliated accounting firm, Thomas J. Longman C.P.A., P.A., to offer tax consulting, elder care, and concierge services. The firm primarily serves individuals, business owners, trusts, and pension plans.
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.