Portfolio Customization
Long Lake Capital Management, LLC “Long Lake” is a Registered Investment Advisor (RIA), focused on designing and managing investment portfolios for individuals and institutions. We work closely with clients to develop a deep understanding of your unique needs, objectives, and asset allocation preference. Long Lake offers customized solutions designed to achieve each client’s specific portfolio goals.
Fiduciary Standards
Long Lake is held to a Fiduciary Standard as a Registered Investment Advisory (RIA) firm. As fiduciaries, we have a commitment to provide objective advice, putting the interest of our clients first.
Fee Transparency
We are a fee only advisor and do not use commission-based financial products. Outside of Long Lake's annual management fee, the only other fees incurred by clients are typically trading commissions (usually $4.95/trade) assessed by our custodian, Charles Schwab & Co. Unless requested by clients, we do not use mutual funds or other products with embedded fees. This avoids the "fees on top of fees" dynamic so common in the industry. Charles Schwab & Co's commission schedule can be found here: Schwab Pricing Guide - Jan. 2018
Reasonable Minimum Investment Requirements
Unlike many firms, Long Lake takes a more inclusive view of minimum investment requirements as we believe professional management should not be limited exclusively to the ultra-wealthy. Our minimum investment requirement is $250,000.00 in total household assets.
Flexible Account Types
Long Lake manages a variety of different account types, including but not limited to:
Long Lake Capital Management, LLC “Long Lake” is a Registered Investment Advisor (RIA), focused on designing and managing investment portfolios for individuals and institutions. We work closely with clients to develop a deep understanding of your unique needs, objectives, and asset allocation preference. Long Lake offers customized solutions designed to achieve each client’s specific portfolio goals.
Fiduciary Standards
Long Lake is held to a Fiduciary Standard as a Registered Investment Advisory (RIA) firm. As fiduciaries, we have a commitment to provide objective advice, putting the interest of our clients first.
Fee Transparency
We are a fee only advisor and do not use commission-based financial products. Outside of Long Lake's annual management fee, the only other fees incurred by clients are typically trading commissions (usually $4.95/trade) assessed by our custodian, Charles Schwab & Co. Unless requested by clients, we do not use mutual funds or other products with embedded fees. This avoids the "fees on top of fees" dynamic so common in the industry. Charles Schwab & Co's commission schedule can be found here: Schwab Pricing Guide - Jan. 2018
Reasonable Minimum Investment Requirements
Unlike many firms, Long Lake takes a more inclusive view of minimum investment requirements as we believe professional management should not be limited exclusively to the ultra-wealthy. Our minimum investment requirement is $250,000.00 in total household assets.
Flexible Account Types
Long Lake manages a variety of different account types, including but not limited to:
- 401K Rollovers
- Traditional IRAs
- Roth IRAs
- SEP IRAs
- SIMPLE IRAs
- Trust Accounts
- Brokerage Accounts
- Custodial Accounts
- International Brokerage Accounts