Long View Financial provides personalized investment management and financial consulting services. The firm offers advice through consultations focused on meeting client investment objectives. While Long View takes a comprehensive approach to wealth creation, it does not sell financial plans. Long View is a fee-only investment management firm, meaning it's legally required to act in your best interest and is compensated solely by advisory fees.
Assets Under Management$46M
Clients77
Advisors1
Avg. per Client$600K
Avg. per Advisor$46M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Fees are negotiable for assets over $1,500,000. Current client relationships may exist where the fees are somewhat lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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