Long Run Investment Management manages client investment portfolios using strategies tailored to their goals and risk tolerance. They offer two main investment strategies based on the amount invested: Strategic Investment Portfolios and Wealth Accumulation Model. They also provide financial planning consultations covering retirement, investments, and asset allocation. Additionally, they offer company retirement plan monitoring services.
Assets Under Management$9.7M
Clients7
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$9.7M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Strategic Investment Portfolio fee schedule. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...