bLong Financial offers investment advice and manages client assets, primarily using stocks and bonds. bLong works with clients to understand their goals, risk tolerance, and tax situation to develop a personalized investment strategy. bLong manages client assets on a discretionary basis in separately managed accounts.
Assets Under Management$180M
Clients326
Advisors2
Avg. per Client$550K
Avg. per Advisor$90M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
bLong Financial's annual investment management fee is a percentage of the assets they manage, and the specific rate depends on the investment strategy used.
- For portfolios less than $1 million, the fee ranges from 0.50% to 1.50% per year.
- For portfolios greater than $1 million, the fee ranges from 0.50% to 1.00% per year.
These fees are paid quarterly, either in advance or after the quarter, as detailed in your agreement.
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