Are You Overpaying for Investment Advice?
Save 80% Compared to the Traditional 1% fee.
Schedule a Call to Learn How Much You’ll Save
Limited to the Next $5 Million
New clients have their investment management fee guaranteed at 0.20%.
Includes personalized investment recommendations from a fee-only, fiduciary, financial advisor
Investments managed at Charles Schwab by Longitude Financial Planning
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Remaining Promotion
$4,999,999*
*Promotional amount varies and will change without notice. Schedule a call for details
You May be Experiencing
Fee Drag
Join others who’ve supercharged their retirement by locking-in low cost investment management
THIS IS FOR YOU IF:
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The more you have in retirement accounts, the more our low fees can save you.
The longer your savings compound, the more you will have when you begin to withdraw.
Longitude Financial Planning is an independent RIA (registered investment advisory) in the state of Texas and other districts.
Our independent nature allows us to provide comprehensive support without limits.
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The financial system is complicated. A fiduciary advisor works to make recommendations in your best interest.
Our systems and solutions answer the questions to keep our clients on track to reach their goals.
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You Can’t Afford 1%
1% fee erases 26% over 30 years (UNSW Business School)
$1M portfolio loses $1.87M to fees (Mezzi)
1% is above market rate past $2M (Kitces)