Longship LLC

Fee-Only (% of Portfolio)

Longship LLC is a registered investment advisor based in Miami, Florida, offering portfolio management and investment advisory services to individuals, high-net-worth individuals, family offices, corporations, and other business entities. The firm tailors its investment strategies to meet each client's individual needs and risk tolerance, allowing for specific investment and sector restrictions. Longship provides advice on various types of investments, including exchange-listed securities, corporate debt securities, options contracts, and fixed income securities. The firm is owned and controlled by Grupo Primo US, LLC, and shares common control with a financial media and educational organization, which is disclosed as a potential conflict of interest. Longship does not charge performance-based fees and operates without any minimum investment requirements to open an account.

Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The annual fee for asset management services is up to 2.0% and is negotiable based on factors such as client type, account complexity, asset composition, and potential deposits.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm