Longboard Asset Management, operating as Longboard Wealth Management, provides discretionary and non-discretionary investment management services to high-net-worth families and individuals through separately managed accounts. The registered investment advisor delivers comprehensive wealth management by acting as a central coordinator for each client's financial needs. Services include customized portfolio construction featuring alternative investments, trend-following strategies, and the Longboard Mutual Fund, alongside discussions covering estate planning, tax strategies, insurance, cash management, and philanthropy. The firm tailors its services to each client's investment objectives, risk tolerance, and financial situation. Additionally, the firm manages a mutual fund utilizing systematic trend-following strategies in futures, equities, and commodities markets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.90% |
| $3.0M - $6.0M | 0.80% |
| $6.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Firm maintains a $15,000 minimum annual advisory fee. Complex situations may incur a flat annual advisory fee starting at $25,000.