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Get Your
Free Report

Find out exactly how much investment fees are costing you, and how to cut them

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You may be experiencing
fee drag on your investment performance.

Illustration of a man in business attire struggling as he is pulled back by a parachute labeled '1%'. The parachute represents 1% financial fees, depicted as a drag on him.

Join other Austin-area professionals who’ve uncovered thousands in hidden investment fees.

Learn What Drag is Costing You

Click below

Free Fee Review

Investment Management is Changing

That '1%' fee is really 1.65%.” (Truthifi, Fuchs Financial)

“Big retirement plans pay pennies; small-plans bleed.” (ICI, ASPPA)

“Stock fund fees are down 62% since 1996.” (ICI)

Before

Fees compound to reduce account size more over time

A financial chart showing a timeline for 20 years with two investment lines, one labeled Your Current Advisor: AUM Only and the other Longitude Financial Planning: Flat + AUM, with a red dashed vertical line indicating Year 1. Below are sections displaying total fees paid, with a breakeven analysis at Year 1.

After

Account growth compounds to increase account size over time

What Makes Our Investment Management Different

No commissions, no hidden product fees, and a lower ongoing management fee than typical advisors.

Our unique fee structure means we charge 0.20% on most managed accounts

Included:

Personalized risk profile

Annual one-on-one Planning Meeting

Portfolio Rebalancing

Fiduciary investment recommendations

Skip the Line

Click below

Free Fee Review

Step 1: Read our Free Report

Download and read your Free Report on investment Management

Step 2: Set a Meeting

To learn if you’re paying high fees, share your current account statement in this meeting or send it to us beforehand for analysis.

Step 3: Interpret your Results

At the end of your meeting you’ll have a illustration of the fees you currently pay and how much you can save

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Independent

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Secure

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Private

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Fiduciary

THIS IS FOR YOU:

  • Your 401(k), 403(b) or other retirement account may have high fees you’re not aware of.

    Big retirement plans pay pennies; small-plans bleed." (ICI, ASPPA)

  • Paying 1% every year compounds to erode investments more over time.

    That '1%' fee is really 1.65%." (Truthifi, Fuchs Financial)

Get your Quote Today

Click below

Free Fee Review