Longview Financial Advisors provides discretionary and non-discretionary investment management alongside comprehensive financial planning services for individuals, trusts, estates, and retirement plans. The firm operates as an employee-owned registered investment advisor, focusing on multi-asset class diversified portfolios tailored to client risk tolerances. Longview offers three service models: the Capstone model, which combines financial planning and portfolio management for clients with at least $1,000,000 in assets; the Investment Only model, focusing strictly on portfolio management for portfolios of $250,000 or more; and a standalone Planning Only model. Financial planning covers retirement, cash flow, tax strategies, estate planning, education funding, philanthropic goals, and risk mitigation. Longview manages accounts through third-party custodians such as Fidelity Brokerage Services, emphasizing research-driven asset allocation and active portfolio supervision while operating on a fee-only compensation structure.
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.
