How does the advisor help clients – Key Takeaways:
The LONG FAMILY OFFICE provides comprehensive financial planning and investment management services to its clients, helping them achieve their financial goals for the long term.
Their team of experienced advisors offers personalized advice and solutions tailored to each client’s unique situation and objectives.
Facts and Insights
- Location: New York, United States
- Number of clients: Over 100
- Years in business: 15
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | 15 |
Financial Services Offered
The LONG FAMILY OFFICE offers a range of financial services, including:
- Comprehensive financial planning
- Investment management
- Estate planning
- Tax planning and preparation
- Retirement planning
- Insurance planning
Client Types
The firm serves a diverse range of clients, including high-net-worth individuals, families, and small business owners. Their services are tailored to meet the needs of each client, regardless of their income or assets.
Fees & Compensation
The LONG FAMILY OFFICE primarily charges a percentage of assets under management as their fee, with fees typically ranging from 1-2% of total AUM. They may also charge hourly fees or flat fees for specific services, depending on the client’s needs.
Background
The LONG FAMILY OFFICE was founded in 2005 by financial expert John Long. With over 25 years of experience in the industry, Mr. Long leads a team of experienced advisors who are dedicated to providing clients with personalized and comprehensive financial planning services.
Financial Advisor Disclosures to Know
As a financial advisor, the LONG FAMILY OFFICE must disclose any potential conflicts of interest to their clients and act in their clients’ best interests at all times. They are also subject to regulatory and legal requirements, such as the Investment Advisers Act of 1940 and the Securities and Exchange Commission’s regulations.