Longevity Wealth Advisory is a registered investment advisor based in Sparta, Wisconsin, founded by Luke J. Wendorf. The firm provides wealth management services that combine portfolio management with ongoing financial planning under a single integrated relationship. Longevity Wealth Advisory builds personalized investment portfolios using a mix of individual securities, mutual funds, exchange-traded funds, and cash equivalents, guided by modern portfolio theory. As part of its wealth management service, the firm offers ongoing financial planning covering cash flow and debt management, retirement planning, tax strategies, estate planning considerations, risk management and insurance analysis, education funding, employee benefits, business planning, and general financial goal-setting. Longevity Wealth Advisory operates as a fee-only firm, meaning compensation comes exclusively from client advisory fees rather than commissions or product sales. The firm acts in a legally required best interest capacity for its clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Subject to a minimum quarterly fee of $375 ($1,500 annually). Fees above $5,000,000 are negotiable. Ongoing financial planning is included.