Long Run Financial works with clients to define financial objectives and develop strategies to reach them. Services include cash flow and budget management, tax planning, risk exposure review, investment management, education funding, and retirement planning. The firm is compensated solely by client fees and does not receive commissions.
Assets Under Management$14M
Clients24
Advisors1
Avg. per Client$580K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $75K | 1.50% |
| $75K - $150K | 1.50% |
| $150K - $250K | 1.25% |
| $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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