LongView Financial Planning is a registered investment advisor located in Pennsylvania, founded in 2026 and owned by Ryan A. Jacob. LongView offers personalized investment management and financial planning services to individuals and high-net-worth clients. The firm acts legally required to act in your best interest, building customized portfolios primarily using low-cost mutual funds, exchange-traded funds, individual stocks, and bonds tailored to each client's specific goals, time horizon, and risk tolerance. Investment portfolios are managed with the authority to make trades without asking first. In addition to managing investments, LongView provides financial planning and consulting covering retirement planning, education savings, and personal savings. LongView charges fees based on a percentage of the value of your portfolio for investment management, and hourly rates for standalone financial planning projects.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.75% |
| $100K - $1.0M | 0.60% |
| $1M+ | 0.40% |
Fees are negotiable at the sole discretion of the Advisor. Fees take into aggregate assets under management.