Longevity Wealth Management provides comprehensive financial planning, investment management, and estate planning coordination. The registered investment advisor primarily utilizes third-party money managers and turnkey asset management programs to build diversified portfolios tailored to client risk tolerances and goals. Longevity Wealth Management also offers internally managed portfolios and helps clients select appropriate investments such as mutual funds, alternative investments, and annuities. In addition, Longevity Wealth Management provides standalone financial planning services covering retirement, budgets, insurance, and taxes. The firm is led by Mario Hernandez and is based in Walnut Creek, California.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable based on assets under advisement and degree of customization. The schedule reflects internally managed accounts. Third-party management programs have separate fee schedules ranging up to 2.00% total fees.