Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Longboard receives a unitary management fee for services provided to the Mutual Fund at an annual rate of 1.99% of the Mutual Fund’s average daily net assets. Longboard pays substantially all expenses of the Mutual Fund out of this fee, excluding interest, distribution, brokerage, taxes, and extraordinary expenses. Clients can purchase the Mutual Fund directly through the Transfer Agency or through broker-dealers.
Areas of Practice
Advisor Information
Office location
Phoenix, AZ
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Sarah is involved in several non-investment related businesses, including Tevatan LLC (a boat tour company), OntheSalt.org (a non-profit), Raze Financial (advisor on business operations), and Hathaway Street LLC (advisory and strategic planning). These activities take minimal time each month.