Top financial advisors in Lake Placid, NY
We’ve curated a list of the best financial advisors in Lake Placid, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$320,511,871
Number of advisors
6 advisors
| $320,511,871 | 6 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Lake Placid, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lake Placid. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Long Run Wealth Advisors, LLC
Long Run Wealth Advisors, LLC is a registered investment adviser based in Lake Placid, NY. Established in November 2020, the firm specializes in providing holistic advisory services to individuals, high-net-worth individuals, business owners, non-profits, endowments, foundations, and retirement plans. Long Run offers wealth management services, including investment management and comprehensive financial planning. The firm manages client investment portfolios on a discretionary or non-discretionary basis, primarily allocating assets among individual equity securities, ETFs, and fixed-income securities. Long Run may also utilize mutual funds and independent investment managers in limited circumstances. The firm tailors its advisory services to meet clients' objectives and continuously monitors portfolios to ensure alignment with clients' needs. Long Run charges annual fees based on assets under management, ranging from 0.50% to 1.50%. The firm also provides financial planning services for fixed fees, ranging from $1,000 to $10,000 for project-based fees and $250 to $2,000 quarterly for ongoing services. Clients have the option to engage Long Run for retirement plan consulting services, which are individually negotiated based on the scope of services. The firm does not charge performance-based fees and acts as a fiduciary, putting clients' interests first. Clients have the ability to impose restrictions on account management, and Long Run exercises investment discretion over client accounts. The firm does not accept authority to vote client securities and does not have custody of client funds and securities beyond the ability to debit fees. Long Run has not been involved in any material legal or disciplinary events.
$320,511,871 under management
6 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Lake Placid, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lake Placid. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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