Long Term Solutions, LLC is a large advisory firm based in Mill Valley. It manages $147.3 million of regulatory assets for 122 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, Kansas, and Texas.
Long Term Solutions provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Long Term Solutions, LLC is $147.3 million. The firm's AUM has grown by 268% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Long Term Solutions, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Anil Ganapathy Chakkera has served as the Chief Investment Officer since 1 Sep 2009. Emily Intrater joined the executive team most recently as the Director Of Client Services/Office Manager.
The principal office where Long Term Solutions, LLC performs its advisory services is located at 104 Tiburon Boulevard, Mill Valley, CA 94941, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-321-2950 or by fax 415-321-2960. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at longtermsolutions.org.