Karl Hoagland is a CFA-designated registered investment advisor at Longview Investment Management, based in Larkspur, CA, with 6 years of industry experience. Karl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 35 clients with $58M 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 $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Certain initial clients pay lower fees. Fees are negotiable.
Fee Estimator
Location
80 East Sir Francis Drake Blvd, Suite 4C, Larkspur, CA, 94939
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Regulatory 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
Karl is the publisher and owner of UltraRunning Magazine.
Employment History
Current Registrations
Longview Investment Management
State Registrations1 state
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