Longview Wealth Management, LLC

Wealth Management Firm in Deephaven, MN

Firm Info
Address: 105 W Point Ave, Excelsior, MN 55331, USA
Phone: (952) 465-1785

Firm Size
Assets Under Management: $995 million
# of Advisors: 24
# of Clients: 2,632
Client to Advisor Ratio: 110:1
Average Account Size: $378,034
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Longview Wealth Management Overview

Longview Wealth Management is a renowned investment advisory firm that has been in the business since 2005. The firm is headquartered in Atlanta, GA, and operates as a fee-based Registered Investment Advisory Firm. Longview Wealth Management offers a wide range of services, including financial planning, portfolio management for individuals, small businesses, and institutional clients. The organization also provides pension consulting services and assists clients in selecting other advisors. As a broker-dealer representative and insurance broker/agent, Longview Wealth Management is well-positioned to offer investment advice to its clients. Their fee arrangement is customer-friendly and geared towards providing value for money. This client-focused approach is one of the reasons why the firm has become a trusted partner for individuals and businesses seeking expert investment advice. Longview Wealth Management's portfolio management services for businesses or institutional clients are tailored to meet the unique needs of each organization. Their experts work closely with clients to design portfolios that align with their specific investment objectives, risk tolerance, and financial goals. Overall, the company's commitment to excellence and personalized service makes them a top choice for individuals and businesses looking for a reliable investment advisory firm.

Longview Wealth Management is a firm that caters to an array of clients, including individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, as well as other corporation types not listed. The firm takes pride in offering personalized financial services to each of its clients depending on their specific needs. With Longview Wealth Management, clients can rest assured that they will receive customized financial solutions that align with their goals, risk tolerance, and financial objectives. Regarding the fee structures available, Longview Wealth Management has a range of options depending on the type of service provided. The firm offers percentage-based fees based on the assets under management. Clients pay an agreed-upon percentage fee of their assets under management, which covers the cost of investment management services provided by the firm. In addition, clients could opt for hourly fees, whereby they are charged for the number of hours spent by the firm's financial advisors working on their accounts. Finally, there are fixed fees, which are determined based on the nature and complexity of the services provided. Longview Wealth Management is committed to ensuring that its service fee structures adhere to industry standards, and it provides transparency so that clients can understand the costs of the services they receive.

Typical Clients, Fee Structures & Investment Minimum

According to LongView Wealth Management's Part 2 Brochure, they generally require a minimum investment of $25,000 for the CMAP Program and $10,000 for the Envestnet Program. However, it is mentioned that the firm may waive the minimum account size requirement under certain circumstances, such as when additional assets will soon be deposited or if the client has other accounts under management with LongView.

How This Office Can Help Deephaven, MN Residents

Longview Wealth Management, LLC provides comprehensive financial planning and investment management services to clients in Deephaven, MN. As a trusted financial advisor, Longview Wealth Management, LLC employs seasoned professionals who help clients achieve their long-term financial goals. The firm offers customized strategies that fit the unique needs of each client, whether they're saving for retirement, building a successful business, or managing their family wealth. Residents of Deephaven, MN face a variety of financial challenges and opportunities. With one of the highest median household incomes in the state, many Deephaven residents may be looking for ways to grow and protect their wealth through prudent investment choices. Additionally, many clients might be managing complex financial situations such as inheritance or business succession planning. Longview Wealth Management, LLC's team of experienced financial planners can guide clients through these challenges, providing them with a personalized financial plan and investment strategy that meets their specific needs and goals.

To view the Minimum Investment and Fee Schedule for Longview Wealth Management, visit their Part 2 Brochure.

Services Offered by Longview Wealth Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Longview Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 105 W Point Ave, Excelsior, MN 55331, USA
Phone (952) 465-1785
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 5605 GLENRIDGE DRIVE, SUITE 300, ATLANTA, GA 30342, United States

This firm has no other locations.

State Registrations

Longview Wealth Management is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • California
  • Colorado
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Kansas
  • Louisiana
  • Maryland
  • Michigan
  • Missouri
  • New Jersey
  • New York
  • North Carolina
  • Ohio
  • Oklahoma
  • Pennsylvania
  • South Carolina
  • Tennessee
  • Texas
  • Virginia
  • Washington

Disciplinary History

Longview Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.