Longest & Young offers customized investment management and financial planning services for individuals, high net worth individuals, charitable organizations, and retirement plans. Longest & Young works closely with clients to understand their financial goals, risk tolerance, and time horizons before building and continuously monitoring a personalized investment portfolio. The investment philosophy focuses on long-term growth through fundamental analysis, though portfolios may be adjusted to meet changing needs or market conditions. In addition to managing investments, Longest & Young provides comprehensive financial planning covering areas such as retirement planning, personal savings, and education funding. Clients retain control of their assets by holding them with independent custodians while granting Longest & Young the authority to execute trades on their behalf. Longest & Young operates as a registered investment advisor based in Tennessee.
Fee Structure
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. Fees take into consideration aggregate assets under management.