How Does LONG RUN CAPITAL MANAGEMENT, LLC Help Clients – Key Takeaways:
LONG RUN CAPITAL MANAGEMENT, LLC is a financial advisory firm that offers a range of services to help clients achieve their financial goals. With a team of experienced advisors, they provide personalized and objective advice to individuals, families, and businesses.
Facts and Insights
LONG RUN CAPITAL MANAGEMENT, LLC was founded in 2005 and is headquartered in New York, NY. The firm has over 50 advisors and manages approximately $2.5 billion in assets under management. Their team includes certified financial planners (CFPs), chartered financial analysts (CFAs), and other financial experts.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time In Business |
|---|---|---|
| $2.5 billion | 50+ | Since 2005 |
Financial Services Offered
LONG RUN CAPITAL MANAGEMENT, LLC offers a comprehensive range of financial services to help clients build and protect their wealth. These services include:
– Investment management: They create customized investment portfolios based on each client’s goals, risk tolerance, and time horizon.
– Financial planning: Their team helps clients navigate through various financial decisions such as retirement planning, tax planning, and estate planning.
– Insurance planning: LONG RUN CAPITAL MANAGEMENT, LLC assists clients in assessing their insurance needs and finding the best solutions to protect their assets.
– Business consulting: For business owners, they offer strategic planning, employee benefits, and succession planning services.
Client Types
LONG RUN CAPITAL MANAGEMENT, LLC caters to individuals, families, and businesses of all sizes. Their clients include high-net-worth individuals, executives, entrepreneurs, and retirees seeking to grow and preserve their wealth.
Fees & Compensation
LONG RUN CAPITAL MANAGEMENT, LLC is a fee-only firm. This means they charge a percentage of the assets they manage as their fee, rather than earning commissions from selling financial products. The firm is transparent about their fee schedule and does not have any hidden costs.
Background
The team at LONG RUN CAPITAL MANAGEMENT, LLC has a wealth of experience and expertise in the financial industry. They have a deep understanding of the markets and use their knowledge to provide tailored solutions for their clients. The firm values long-term relationships and approaches every client’s situation with care and professionalism.
Financial Advisor Disclosures to Know
As a registered investment advisor, LONG RUN CAPITAL MANAGEMENT, LLC has a legal obligation to disclose any potential conflicts of interest to their clients. They have an internal compliance program to ensure they are acting in their clients’ best interests at all times.