Longview, Inc. provides personalized investment advice and financial planning services. For investment management, Longview meets with clients to determine their investment objectives and risk tolerance, then develops a tailored strategy. They monitor portfolio performance and rebalance as needed. Financial planning services cover a range of advisory services to help clients manage their financial resources based on individual needs. Clients are not obligated to act on Longview's recommendations.
Assets Under Management$22M
Clients72
AdvisorsN/A
Avg. per Client$300K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 0.90% |
| $500K+ | 0.50% |
Fees may be negotiated on a case by case basis. Longview, Inc. combines the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
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