LongView Wealth Management provides customized investment advisory services, including asset management, financial planning, divorce planning, and analysis of third-party managed programs. LongView gathers client financial information to tailor its services to their goals. Accounts are managed with or without discretion, using mutual funds, ETFs, stocks, and bonds. LongView also uses third-party platforms to manage held-away assets.
Fee Structure
LongView Wealth Management offers investment management services through wrap and non-wrap programs. Fees are negotiable and determined by the advisor based on factors like complexity and time required. Fees can be calculated using breakpoint, tier, or flat rate methods. The advisor may aggregate household accounts to help clients reach breakpoints for lower fees. Clients pay custodian fees and internal fund expenses in addition to advisory fees. Clients can terminate the agreement with a pro-rata refund.