Jessica Smith is a CFP-designated registered investment advisor at Longview Financial Advisors, INC., based in Madison, AL, with 18 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 182 clients with $210M 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 - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable at Longview Financial Advisors' discretion. Minimum annual fee is $2,500 for investment management.
Fee Estimator
Contact
Jessica Smith
Location
Madison, AL
Get directionsHistory
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 →Employment History
Current Registrations
Longview Financial Advisors, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Christopher Andersen, CFAUBS Financial Services INC.
- John Butterfield, CFPEdward Jones
- Matthew Leahy, CFPRfg Advisory, LLC
- Matthew Mcbride, ChFCState Farm Investment Management CORP.
- Joshua Daily, CFPLPL Financial LLC
- John Johnson, CFP, ChFCEdward Jones