Long Island Wealth Management (LIWM) offers investment management and financial planning services. LIWM manages portfolios based on clients' objectives, using asset allocation strategies and various securities like ETFs, stocks, bonds, and mutual funds. LIWM provides ongoing management and supervision of assets, primarily for families, individuals, businesses, and trusts, on a discretionary basis. Financial planning is offered as part of asset management or separately for a fee, covering areas like retirement, taxes, and estate planning.
Assets Under Management$290M
Clients125
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$290M
Fee Structure
Planning is included in investment management (also available separately)
Long Island Wealth Management charges a percentage of your portfolio's value each year, paid quarterly. The exact rate is negotiable and depends on the complexity and time required to manage your account.
- Under $1 Million: 0.65% to 1.00% per year
- $1 Million and Above: 0.25% to 0.75% per year
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