Longhouse Wealth Management offers investment advice and education, specializing in long-term strategies using low-expense investment options. They use quantitative and technical risk management models to allocate client portfolios across various securities. Longhouse provides discretionary portfolio management services tailored to individual client needs, goals, and risk tolerance, documented in a Statement of Investment Policy.
Assets Under Management$7.1M
Clients49
Advisors2
Avg. per Client$140K
Avg. per Advisor$3.5M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Clients will not be charged a total management fee over the 3% industry average. The management fee charged is subject to negotiation with each client based on the client’s characteristics and may differ from client to client.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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