DG
DG

Dennis Gravitt

20 Years of Experience
Frankfort, IL

Dennis Gravitt is a registered investment advisor at Long Run Financial, LTD, based in Frankfort, IL, with 20 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 24 clients with $14M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
24 clients
Average Client Portfolio
$584K average
Assets Under Management
$14.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $75K1.50%
$75K - $150K1.50%
$150K - $250K1.25%
$250K+1.00%

For accounts less than $75,000, there is a $1,000 minimum fee. Fees are negotiable.

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

Frankfort, IL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Long Run Financial, LTD
September 2007 - Present · 18 yrs 7 mos
Previous Registrations
D3, Design Develop Deploy Financial Counselors
March 2006 - July 2007 · 1 yr 4 mos
Morgan Stanley
July 2005 - January 2006 · 6 mos
State Registrations1 state
IL
Advisor

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.

Exams
No exam information available for this advisor.
Dennis Gravitt - Financial Advisor | TrueAdvisor