Longview Investment Management (LVIM) manages investment portfolios for individuals and high-net-worth individuals. LVIM invests primarily in publicly traded stocks in North America, aiming for long-term capital appreciation and dividend growth. LVIM typically does not tailor its services to the individual needs of individually managed accounts, but manages each such account according to LVIM’s investment strategy. Clients can request restrictions on certain investments.
Assets Under Management$58M
Clients35
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$58M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Certain initial clients pay lower fees. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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