Longstream Capital Management (LCM) provides investment advice and financial planning to individuals, high-net-worth individuals, and charitable organizations. LCM offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon. LCM also provides financial planning services covering investment planning, estate planning, insurance, tax concerns, retirement, college planning, and debt management.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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