Ellen Long is a CFP-designated registered investment advisor at Long Family Office, based in Wilmington, NC, with 11 years of industry experience. Ellen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 47 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are for new clients. Fees are negotiable for accounts over $5,000,000. Existing clients may have a different fee schedule.
Fee Estimator
Location
5101 Dunlea Court, Suite 204C, Wilmington, NC, 28405
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ellen is the owner and manager of Paktolos LLC, a business consulting firm, since 2020. This takes nearly a full-time commitment.
Employment History
Current Registrations
Long Family Office
State Registrations1 state
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