Longshore Wealth Management offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, and estates. Longshore works with clients to identify their investment goals, risk tolerance, and financial situation to create a customized portfolio strategy using exchange-traded funds, mutual funds, and individual stocks and bonds.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable based on several factors, including the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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