LongView Asset Management provides an automated investment program called LongView ESG Direct, which invests clients in portfolios of exchange-traded funds and mutual funds. LongView also offers wealth management services, acting as a discretionary manager of client portfolios. LongView identifies long-term economic and market trends and positions portfolios to benefit from them.
Assets Under Management$340M
Clients284
Advisors4
Avg. per Client$1.2M
Avg. per Advisor$85M
www.longviewasset.com ·www.facebook.com/longviewasset ·www.linkedin.com/company/longview-asset-managem...
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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