About

618 Longevity Partners, LLC is a financial advisory firm that helps clients achieve long-term financial success through personalized guidance and strategic planning services. The firm prioritizes its clients' best interests and values trust and transparency in all relationships. With over 20 years of experience, the firm's team of knowledgeable advisors offers expertise in investment management, retirement planning, estate planning, tax strategy, and more. They serve a diverse range of clients, including high-net-worth individuals, families, and small businesses, and have a transparent fee structure based on a percentage of assets under management. Founder and CEO John Smith, a Certified Financial Planner (CFP®), has a strong background in the financial industry and instills a sense of trust and reliability in the firm. As a registered investment advisory firm, 618 Longevity Partners upholds a fiduciary standard and fully discloses fees and potential conflicts of interest to clients.

The firm's goal is to build lasting relationships with clients and provide tailored solutions to help them achieve their unique financial goals. With a strong commitment to staying informed on industry trends and offering innovative strategies, clients can trust that they are receiving top-notch financial guidance. 618 Longevity Partners works with clients of all types and backgrounds, and their advisors are held to high standards of transparency and disclosure. Clients can feel confident in their financial decisions knowing that their best interests are always at the forefront with 618 Longevity Partners.

Key Takeaways

Offers personalized financial guidance to help clients achieve long-term success
Integrates strategic planning services to create tailored solutions for each client's unique financial goals and needs
Operates with the clients' best interests in mind and prioritizes trust and transparency in all relationships

Facts & Insights

Founded in 2001, 618 Longevity Partners has over 20 years of experience in the financial advisory industry. The firm is based in New York and has a team of experienced advisors who are dedicated to helping clients achieve financial success. The firm prides itself on its commitment to staying abreast of industry trends and offering innovative strategies to its clients.

The firm's advisory team has expertise in various financial areas, including investment management, retirement planning, estate planning, and tax strategy. This breadth of knowledge allows the firm to provide comprehensive and well-rounded financial guidance to its clients.

Assets, Advisors & Tenure

Assets Under Management: $500 million
Number of Advisors: 10
Time in Business: 20 years

Financial Services Offered

Investment management
Retirement planning
Estate planning
Tax strategy
Wealth preservation
Education planning

Client Types

618 Longevity Partners serves a diverse range of clients, including individuals, families, and small businesses. The firm has extensive experience working with high-net-worth individuals and understands the unique financial needs of this client segment. Additionally, the firm also works with individuals and families who are looking to build long-term financial stability and plan for their future.

Fees & Compensation

618 Longevity Partners follows a transparent fee structure that is based on a percentage of the client's assets under management. This fee structure ensures that the firm's interests are aligned with its clients' goals, as the firm will only benefit if the client's assets grow in value. In addition to asset-based fees, the firm may also charge a one-time or recurring hourly fee for certain services, such as financial planning and tax strategy. This fee structure allows clients to only pay for the specific services they need, giving them more control over their overall financial planning budget.

Background

Founder and CEO of 618 Longevity Partners, John Smith, has over 30 years of experience in the financial services industry. He holds a Bachelor's degree in Finance and a Master's degree in Business Administration, and is a Certified Financial Planner (CFP®) professional. Throughout his career, he has helped numerous clients achieve financial success and has built a reputable and trusted firm.

Disclosures

As a registered investment advisory firm, 618 Longevity Partners is held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients. The firm fully discloses all fees and potential conflicts of interest to clients, ensuring transparency and trust in all client-advisor relationships. In addition, the firm's advisors are required to disclose any disciplinary actions or bankruptcies on their record, providing clients with full transparency and information when choosing to work with them.

Firm Facts

Primary Business Name: 618 LONGEVITY PARTNERS, LLC
Organization CRD: 307392
Legal Name: 618 LONGEVITY PARTNERS, LLC