Long Family Office manages investment portfolios and provides personalized financial advice tailored to each client's unique needs. The firm builds customized investment strategies using modern portfolio theory, fundamental analysis, and technical analysis, while allowing clients to place specific restrictions on their holdings. Long Family Office works with individuals, trusts, corporations, and retirement plans, typically requiring a minimum investment of $500,000. In addition to managing investments directly, the firm can oversee outside accounts on a non-discretionary basis and helps clients review broader financial matters such as real estate, insurance, and business ownership interests.
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.