Long Advisors LLC provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an investment plan and manage the portfolio with discretion. Long Advisors also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. They may also provide educational seminars and workshops.
Assets Under Management$2.6M
Clients3
Advisors1
Avg. per Client$850K
Avg. per Advisor$2.6M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. Some clients may elect to pay a performance-based fee of 25% of gains above a 6% hurdle rate, with no management fee. The advisory fees for Vermont clients will not exceed 2%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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