Longbow Asset Management creates investment strategies based on conversations with clients about their financial situation, goals, risk tolerance, and income needs. Longbow customizes each client relationship to build investment portfolios consistent with their preferences and overall suitability. Clients can restrict investments in certain securities. Longbow manages investments for individuals, families, trusts, retirement accounts, and corporations.
Assets Under Management$130M
Clients136
Advisors2
Avg. per Client$970K
Avg. per Advisor$66M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable. In some cases, Longbow may agree to be compensated by a fixed fee or by a custom tiered fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...