Long Run Wealth Advisors offers investment management and financial planning services. Investment management involves managing client portfolios with individual stocks, ETFs, and fixed-income securities. Financial planning includes retirement, estate, tax, insurance, and education planning. Long Run also provides retirement plan consulting services to businesses. Long Run works with attorneys, accountants, and other professionals to provide holistic advice.
Fee Structure
Long Run Wealth Advisors charges an annual fee based on the value of your portfolio. The fee ranges from 0.50% to 1.50% depending on the amount you invest, the types of investments, and the services you receive. The fee is charged quarterly, in advance. The firm may negotiate a different fee rate for certain client holdings such as held-away assets or alternative investments.