Longview Financial Advisors offers financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Longview assesses client goals, resources, and risk tolerance to develop investment guidelines. They make investment decisions with a limited power of attorney, while clients maintain asset control through a qualified custodian.
Assets Under Management$380M
Clients125
Advisors2
Avg. per Client$3.1M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Fees negotiable for accounts over $10,000,000. For accounts under $500,000, a minimum annual fee of $5,000 may apply.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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