Financial Planning
LongView’s financial planning services are available as an affordable monthly subscription. Prices are determined and negotiated based on the complexity of your needs.
Investment Management
LongView’s investment management services are available to everyone with no investment minimums. We charge fees based on the assets under management using the below chart.
| Account Value | Annual Advisory Fee |
|---|---|
| $0 – $1,000,000 | 1.00% |
| $1,000,001 – $3,000,000 | 0.75% |
| $3,000,001 – $5,000,000 | 0.65% |
| $5,000,001 – $10,000,000 | 0.50% |
| $10,000,001 and Above | 0.40% |