Longenecker Financial Services offers financial planning and investment management services tailored to individual client needs. Financial planning includes cash flow, education, retirement, investment, risk management, tax, estate, and business succession planning. Investment management involves creating and supervising a portfolio based on the client's objectives. Longenecker Financial also provides consulting services to employer retirement plans.
Assets Under Management$82M
Clients252
Advisors2
Avg. per Client$330K
Avg. per Advisor$41M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The fee includes financial planning services. Fees may be waived or negotiated lower for certain clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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