Long Planning offers investment management based on individual client needs, primarily using stocks, bonds, mutual funds, and ETFs. They also offer comprehensive and project-based financial planning covering areas like business planning, cash flow, college savings, estate planning, insurance, retirement, risk management, and tax strategies. Clients can impose reasonable restrictions on investments. For clients with at least $500,000 in assets under management, comprehensive financial planning is included at no additional cost.
Assets Under Management$14M
Clients31
Advisors1
Avg. per Client$450K
Avg. per Advisor$14M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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