Long Game Financial provides investment management services where client portfolios are managed according to the client’s stated investment goals and objectives. Long Game Financial requires authority to make trades without asking first over client investments where they manage the client’s account(s) without client consultation after the initial establishment of the client’s investment objectives and appropriate asset allocation.
Assets Under Management$48M
Clients56
Advisors2
Avg. per Client$860K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.75% |
If a client has assets in more than one account under management with Long Game Financial, then Long Game Financial calculates its investment management fee separately for each account.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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