Advisor at Westbourne Investments, Inc.
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
Westbourne Investments, Inc.
Location
Alexandria, VA 22314
Credentials
CFA®
Industry experience
1 year
Robert Long is a CFA® charterholder with over a decade of industry experience. He is currently with Westbourne Investments, Inc. and also serves as managing partner and investment committee member at GarMark Partners, a private debt investment fund. Westbourne Investments provides investment management and financial planning services to individuals, pension plans, and institutions. The firm combines top-down macro analysis with bottom-up security selection and incorporates options strategies within defined risk parameters.
Based on Westbourne Investments, Inc.
Personal financial planning billed at a fixed rate; estimates provided per engagement
$25,000 - $100,000: 2.000% annually $100,000 - $300,000: 1.650% annually $301,000 - $500,000: 1.400% annually $500,001 - $2,000,000: 1.150% annually Next $3,000,000 - $5,000,000: 0.900% annually > $5,000,000+: 0.775% annually
Account minimum: $100,000
2121 Eisenhower Avenue, Suite 605
Alexandria, VA 22314
Virginia
Westbourne Investments, Inc.
2024 - Present (2 years)
GarMark Partners
2013 - Present (13 years)
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Is not active or affiliated with:
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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CFP®, Series 63, Series 65
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