Longview Financial Advisors provides personalized financial planning and investment management services. Financial planning covers goal setting, retirement, cash flow, insurance, education, estate, charitable giving, and tax planning. Investment management involves creating diversified portfolios based on client risk tolerance. Longview primarily uses mutual funds and exchange-traded funds (ETFs).
Assets Under Management$200M
Clients188
Advisors3
Avg. per Client$1M
Avg. per Advisor$65M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
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% |
Existing clients may be subject to a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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