Michael Long
Michael Long is a registered investment advisor at True Private Wealth Advisors, LLC, based in Salem, OR, with 24 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,490 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TPWA offers a managed account solution where they make investment decisions for you. The annual advisory fee will not exceed 2.25% of your portfolio's value, charged quarterly in advance. There is also a platform fee that will not exceed 0.25% annually, also charged quarterly in advance. TPWA's representatives have the option to offer a flat fee rate for smaller accounts.
Location
1781 Liberty Street Se, Suite 200, Salem, OR, 97302
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Regulatory History (1)
Judgment / Lien
July 2013Other Business ActivitiesSells Insurance
Michael is a licensed insurance agent.
Employment History
Current Registrations
True Private Wealth Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
NFP Securities, INC.Broker
NFP Securities, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
Securian Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.