Everlong Financial, LLC offers investment management services tailored to clients' needs, using asset allocation models and model portfolios of mutual funds and ETFs. They also provide comprehensive financial planning, covering cash flow, retirement, education, insurance, tax, and estate planning. Financial planning can be ongoing or hourly for specific projects. Clients are not obligated to act on recommendations.
Assets Under Management$53M
Clients31
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$53M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.60% |
Fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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