Longview Wealth Management is an independent investment advisory firm serving individuals, families, and retirement plans for business owners. Longview provides investment management, financial planning, tax planning, retirement planning, and life insurance advice. Longview primarily invests in low-cost exchange-traded funds, low-cost mutual funds, and individual securities. Financial planning is included in the asset-based investment management fee.
Assets Under Management$130M
Clients44
Advisors1
Avg. per Client$2.9M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees above $10 million are 0.5% or negotiable. Financial planning is included in this fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...