Longwave Financial provides coordinated personal financial planning services. They help clients clarify their financial situation, determine their goals, identify financial problems, understand actions to be taken, and attain implementation of the agreed-upon actions. They also periodically review and revise the plan. Longwave Financial does not manage client accounts or take custody of client funds.
Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
www.longwavefinancial.com ·www.facebook.com/longwavefinancial ·www.linkedin.com/company/longwave-financial-llc
Fee Structure
- Financial planning services are offered at an hourly rate of $350.
- As an alternative to an hourly fee, a flat annual fee may be charged based on the complexity of an individual client’s case and analysis needs:
- Simple: $1,500 - $3,000
- Moderate: $3,000 - $5,000
- Complex: $5,000 - $10,000
One-Time Plan:$1,500 - $10,000
Hourly Rate:$350/hr
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