Keith Tufte is a CFA-designated registered investment advisor at Longview Wealth Management, LLC, based in Orono, MN, with 12 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 44 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
Orono, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Keith works as the President of Longview Wealth Management and Cherry Tree Wealth Management, LLC, both registered investment advisory firms. He dedicates about half of his time to Cherry Tree Wealth Management, leading the firm's investment strategy and advising other advisors.
Employment History
Current Registrations
Longview Wealth Management, LLC
Cherry Tree Wealth Management, LLC
State Registrations5 states
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