Jennifer Stewart is a CFP-designated registered investment advisor at Longview Wealth Management, based in Atlanta, GA, with 21 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,185 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LongView Wealth Management offers investment management services through wrap and non-wrap programs. Fees are negotiable and determined by the advisor based on factors like complexity and time required. Fees can be calculated using breakpoint, tier, or flat rate methods. The advisor may aggregate household accounts to help clients reach breakpoints for lower fees. Clients pay custodian fees and internal fund expenses in addition to advisory fees. Clients can terminate the agreement with a pro-rata refund.
Location
5605 Glenridge Drive Suite 300, Atlanta, GA, 30342
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jennifer is a board member/secretary for Morgan County FDN for Excellence in Public Education, dedicating a few hours per week. She also serves as a committee member for the Northeast Georgia Regional Commission and a member of the Georgia State School Superintendent Parent Advisory Council, each requiring minimal time.
Employment History
Current Registrations
Longview Wealth Management
Previous Registrations
Cambridge Investment Research, INC.Broker
Financial Network Investment CorporationBroker
State Registrations2 states
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