Long River Investment Management provides investment management services to individuals, high-net-worth individuals, trusts, foundations, and corporations. Long River manages portfolios on a discretionary basis, meaning they can make trades without asking you first. They use two main investment strategies: one focusing on individual stocks (Mississippi strategy) and another using ETFs (Hudson strategy). The mix between these strategies depends on your risk tolerance and market opportunities. Long River does not provide legal, tax, or financial planning advice.
Assets Under Management$72M
Clients54
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$72M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fee may be discounted for friends and family.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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