LongView Investment Management (LVIM) manages investment portfolios based on clients' individual needs and goals. LVIM also offers project-based financial planning on topics like retirement, risk management, and college savings. Comprehensive financial planning is also available for a fixed monthly fee, which includes ongoing plan monitoring and updates.
Assets Under Management$7.5M
Clients33
Advisors1
Avg. per Client$230K
Avg. per Advisor$7.5M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...