Longitude Financial Planning provides investment management and financial planning services to individuals, high net-worth individuals, and small businesses. LFP offers ongoing and project-based financial planning, covering areas like retirement, taxes, and estate planning. LFP may recommend outside managers and uses Pontera to manage held-away accounts like 401(k)s.
Assets Under Management$78K
Clients9
Advisors1
Avg. per Client$8.6K
Avg. per Advisor$78K
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
The annual advisory fee may be up to 1.50% of assets under management for annuity products. The advisory fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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