LongView Wealth Management, Inc. provides customized advisory services, including continuous asset management, financial planning, asset allocation, and divorce consulting. Founded in 1978, the firm tailors its services by gathering client financial documents and discussing goals through personal or virtual meetings. LongView manages accounts on a discretionary or non-discretionary basis primarily using mutual funds, exchange-traded funds, stocks, and bonds. The firm also utilizes third-party managed programs and provides management for held-away accounts via third-party platforms. Investment advisory representatives may also be registered representatives of a broker-dealer or licensed insurance agents, creating potential conflicts of interest regarding commissions. LongView recommends qualified custodians such as Charles Schwab and Fidelity for holding client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable and vary by advisor and client situation. Alternative schedules such as breakpoint schedules or flat rates may apply depending on the agreement.