Advisor at Long Run Investment Management, LLC
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Firm
Long Run Investment Management, LLC
Location
Long Grove, IL
Credentials
CFP®, Series 63
Industry experience
14 years
Gregory Smith is a CFP® with 14 years of industry experience and has served as an independent consultant since 2009. He is the sole advisor at Long Run Investment Management, LLC, an independent firm based in Long Grove, IL. Long Run Investment Management provides discretionary portfolio management, financial planning, and consulting services to individual investors, pension and profit-sharing plans, trusts, estates, corporations, and unaffiliated advisers. The firm emphasizes pension consulting and retirement-plan fiduciary services, implementing portfolios using a combination of fundamental, charting, and cyclical analysis within a Modern Portfolio Theory framework.
Based on Long Run Investment Management, LLC
Based on Long Run Investment Management, LLC
Financial planning fixed fees: Retirement Analysis $750, Investment Review $500, Asset Allocation Review $450, College Funding Options Review $350, 529 Funding Only $250
$250,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.75% $3,000,000 - $5,000,000: 0.50% $5,000,000+: 0.35%
Consulting services at $150/hour; business consulting advice at $100/hour
Account minimum: $100,000 Minimum fee: Strategic Investment Portfolio minimum annual fee of $3,000; Wealth Accumulation Portfolio minimum annual fee of $1,250 Fee-only: Financial planning fixed fees and hourly consulting fees as detailed
Long Grove, IL
Illinois
Independent Consultant
2009 - Present (17 years)
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Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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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