Jessica Engebretsen is a CFP-designated registered investment advisor at Longview Wealth Management, based in Atlanta, GA, with 14 years of industry experience. Jessica 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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Current Registrations
Longview Wealth Management
Previous Registrations
Cambridge Investment Research, INC.Broker
State Registrations1 state
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