Advisor at Long Run Financial, Ltd.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Long Run Financial, Ltd.
Location
Frankfort, IL
Credentials
Series 66
Industry experience
20 years
Dennis Gravitt is a financial advisor at Long Run Financial, Ltd. in Frankfort, IL, holding a Series 66 designation with 20 years of industry experience. He has been with Long Run Financial since 2007. Long Run Financial, Ltd. provides discretionary investment management, personal financial planning, and financial coaching to individuals and families, along with employer/employee consulting and 401(k) review services. The firm’s investment approach combines strategic asset allocation with both passive index/ETF exposure and active security selection, managing portfolios on a discretionary basis with ongoing monitoring and tailored planning services.
Based on Long Run Financial, Ltd.
Project-based fees for financial planning, negotiated and quoted in advance
$0 - $74,999: 1.50% (with $1,000 minimum fee) $75,000 - $149,999: 1.50% $150,000 - $249,999: 1.25% $250,000+: 1.00%
$250 per hour for consulting and financial planning
Account minimum: $1,000 minimum fee for assets under $75,000 Minimum fee: $1,000 minimum fee for assets under $75,000 annually Fee-only: $250 per hour for financial planning and consulting; project fees negotiated
Frankfort, IL
Illinois
Long Run Financial, Ltd.
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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