Furlong Investment Solutions provides financial planning and investment management services. As a fee-only registered investment advisor, Furlong Investment Solutions is legally required to act in your best interest. The firm designs, implements, and monitors investment portfolios based on your financial objectives and risk tolerance. Matthew Furlong, the principal and portfolio manager, has over 30 years of experience in the financial services industry.
Assets Under Management$18M
Clients26
Advisors1
Avg. per Client$710K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.90% |
| $1.5M - $2.5M | 0.80% |
| $2.5M - $3.5M | 0.70% |
| $3.5M - $4.5M | 0.60% |
| $4.5M - $5.5M | 0.50% |
| $5.5M - $7.5M | 0.40% |
| $7.5M+ | 0.30% |
Investment management fee is generally negotiable and based largely on strategic and/or tactical asset allocation strategies, AUM and an anticipated future relationship.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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