Longfellow Investment Management Co. Review


Trust Score 96%
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Longfellow Investment Management Co., federally registered in 1986, is a Registered Investment Advisor (RIA) in 7 state(s) with a licensed staff of 15 advisors. Longfellow Investment Management Co. manages $11.1 billion and provides investment advisory services for 119 clients (1:8 advisor/client ratio).

Fees may vary, please contact an advisor.

Benefits


  • Firm uses a transparent fee-only model
  • There is one licensed advisor for every 8 clients (industry average 1:50)
  • Firm has $1B or more in assets under management

Considerations


  • Firm serves fewer than 1,000 clients
  • Firm accepts performance-based fees and may be incentivized to take inappropriate risks to beat their performance benchmark
  • Firm performs side-by-side management with accounts that have differing fee structures. Investment Advisors may be incentivized to favor clients that pay higher fees over others

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Disciplinary History No
Total AUM $11.1 billion
Average Account AUM $93,476,505
Hybrid Advisor No
Annual Management Fee Notes Fees may vary, please contact an advisor.
Minimum Investment $0
Minimum Annual Fee $0
Advisor / Client Ratio 1:8
Headquarters Boston, MA
SEC Filings Forms and Brochures


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