Longwall Investment Partners (LIP) offers investment advice and asset management to individuals, high net worth individuals, trusts, estates, retirement plans, and private funds. LIP creates customized investment strategies based on each client's goals, risk tolerance, and financial situation. LIP may recommend investments in alternative investments, individual stocks, bonds, options, mutual funds, and exchange traded funds (ETFs).
Assets Under Management$330M
Clients36
Advisors3
Avg. per Client$9.1M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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