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. Long Lake works 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, Long Lake has a commitment to provide objective advice, putting the interest of clients first.
Fee Transparency
Long Lake is a fee-only advisor and does not use commission-based financial products. Unless requested by clients, Long Lake does not use mutual funds or other products with embedded fees. This avoids the "fees on top of fees" dynamic so common in the industry. Our custodian, Charles Schwab generally does not charge trading commissions. Schwab's commission guide can be found here: https://www.schwab.com/pricing
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 $500,000.00 in total household (i.e. all accounts under Long Lake's management must total to at least $500,000) 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. Long Lake works 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, Long Lake has a commitment to provide objective advice, putting the interest of clients first.
Fee Transparency
Long Lake is a fee-only advisor and does not use commission-based financial products. Unless requested by clients, Long Lake does not use mutual funds or other products with embedded fees. This avoids the "fees on top of fees" dynamic so common in the industry. Our custodian, Charles Schwab generally does not charge trading commissions. Schwab's commission guide can be found here: https://www.schwab.com/pricing
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 $500,000.00 in total household (i.e. all accounts under Long Lake's management must total to at least $500,000) 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