Long Road Investment Counsel manages investment portfolios for individual and institutional clients on an ongoing basis. Long Road builds tailored investment plans by evaluating your financial objectives, time horizon, risk tolerance, and tax situation. The firm primarily selects individual stocks and bonds using fundamental research, focusing on long-term growth and high-quality companies. Led by Charles Wattles, Long Road emphasizes personalized attention, meeting with clients at least annually to review progress and adjust strategies as needed.
Assets Under Management$350M
Clients34
Advisors2
Avg. per Client$10M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable for extraordinarily large accounts, family accounts, or complex portfolios. The firm may match fees for clients coming from Charles Wattles' previous firm.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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