Everlong Financial is a registered investment advisor based in Austin, Texas, founded and led by Alexander Yeager. The firm specializes in personalized investment management and comprehensive financial planning for individuals and families. Everlong Financial builds customized portfolios primarily using no-load mutual funds and exchange-traded funds, following Modern Portfolio Theory and a structured, passive investment approach. Their advisory services include retirement planning, cash flow management, tax strategies, estate planning, and risk management. The firm offers comprehensive financial planning that combines ongoing planning with investment management, as well as standalone hourly consulting for specific projects.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.60% |
Fees are negotiable. Comprehensive financial planning clients receive credits toward investment management fees.
