Longevity Capital Management offers investment management and financial planning services. Clients with $1 million or more can get both services for a single fee. Otherwise, financial planning is offered separately. The firm uses a tactical allocation strategy to manage investments, aiming to reduce risk and improve performance. They may use various securities and insurance products. Longevity Capital Management also provides retirement plan consulting to businesses.
Assets Under Management$180M
Clients187
Advisors1
Avg. per Client$980K
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.35% |
| $750K - $1000K | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.0M | 0.60% |
| $7M+ | 0.50% |
Accounts with a value of less than $500,000 will be charged a minimum annual advisory fee of $5,000. Fees are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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