Longview Financial provides personalized financial planning and investment management services to individuals. This includes help with financial goals, cash flow, tax planning, insurance, investments, education, retirement, and estate planning. Longview Financial is a fee-only firm, meaning it doesn't accept commissions for selling financial products.
Assets Under Management$9.4M
Clients8
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$9.4M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.50% |
| $50K - $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $499K | 1.00% |
| $499K - $1.0M | 0.75% |
| $1M+ | 0.75% |
Fees are negotiable for accounts over $1 million. Minimum account size is $500,000, equating to a minimum annual fee of $3,750. When an account falls below $25,000, the minimum annual fee of $500 is charged.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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