Robert Long is a CFA-designated registered investment advisor at Westbourne Investments, INC., based in Alexandria, VA, with 1 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 191 clients with $220M 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 $100K | 2.00% |
| $100K - $300K | 1.65% |
| $300K - $500K | 1.40% |
| $500K - $2.0M | 1.15% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.78% |
Fees are negotiable. Fixed income is charged at 0.500%. Option trading fees are negotiable.
Fee Estimator
Location
2121 Eisenhower Avenue, Suite 605, Alexandria, VA, 22314
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Robert is a Managing Partner at GarMark Partners, a private debt investment fund, since 2013. He spends about a quarter of his time on this, primarily as an investment committee member.
Employment History
Current Registrations
Westbourne Investments, INC.
Previous Registrations
Westbourne Investments, INC.
State Registrations1 state
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