Long Family Office manages investment portfolios for individuals, trusts, corporations, and retirement plans. The firm tailors each portfolio to the client's specific needs and may allow clients to place restrictions on certain investments. Long Family Office uses various analysis methods, including modern portfolio theory, to manage risk and maximize returns.
Assets Under Management$50M
Clients47
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
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% |
Fees are for new clients. Fees are negotiable for accounts over $5,000,000. Existing clients may have a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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