Longest & Young provides investment advice and financial planning to individuals, high net worth individuals, charities, and retirement plans. L&Y creates custom investment strategies based on each client's goals, risk tolerance, and financial situation. The firm's investment approach is primarily long-term, but they may make adjustments based on market conditions or client needs. L&Y also offers financial planning services, covering areas like retirement, education, and savings.
Assets Under Management$17M
Clients99
Advisors2
Avg. per Client$170K
Avg. per Advisor$8.7M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees may be negotiable at the discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with Advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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