Longview Financial Advisors, Inc.

Wealth Management Firm in Madison County, AL

Firm Info
Address: 4245 Balmoral Dr SW Suite 306, Huntsville, AL 35801, USA
Phone: (256) 534-1196

Firm Size
Assets Under Management: $192.2 million
# of Advisors: 2
# of Clients: 695
Client to Advisor Ratio: 348:1
Average Account Size: $276,561
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Publication of Periodicals or Newsletters
  • Educational Seminars & Workshops

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

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

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Longview Financial Advisors, Inc. Overview

Longview Financial Advisors, Inc. is a registered investment advisory firm that focuses exclusively on providing investment advice to individuals and small businesses. The firm is headquartered in Huntsville, AL and has been in business since 2005. Longview Financial Advisors operates on a fee-only basis, meaning that clients pay a set fee for their services rather than being charged commissions on products sold. As an investment advisory firm, Longview Financial Advisors offers a range of innovative services, such as financial planning, portfolio management, and pension consulting services. The firm also publishes periodicals and newsletters to keep clients up-to-date on the latest market trends and investment opportunities. Additionally, the firm conducts educational seminars and workshops to help individuals and small business owners make informed financial decisions. Overall, Longview Financial Advisors, Inc. is an investment advisory firm that prioritizes helping clients achieve their financial goals through sound investment advice. The company has a reputation for being reliable, innovative, and transparent in its fees and services. Regardless of your investment goals or financial situation, the team at Longview Financial Advisors can help you navigate the complex financial world with confidence and ease.

LONGVIEW FINANCIAL ADVISORS, INC. prides itself on its ability to serve a diverse range of clients. The firm works with both individual investors and high net worth individuals, offering personalized financial solutions that cater to the specific needs and goals of each client. In addition, LONGVIEW is experienced in managing pension or profit sharing plans and has a deep understanding of the unique challenges and considerations associated with these types of accounts. The team at LONGVIEW also recognizes the important role that charitable organizations play in our communities, and provides specialized financial advice to non-profit organizations and foundations. With its broad range of expertise, LONGVIEW is equipped to meet the needs of a wide variety of clients. LONGVIEW FINANCIAL ADVISORS, INC. offers flexible fee structures to meet the needs of each client. Depending on the services provided, clients may choose from a percentage of assets under management (AUM) fee or fixed fees. The percentage of AUM fee is based on the total value of assets held by the client and is generally calculated as a percentage of the total value of assets under management. Fixed fees are a predefined amount charged for specific services. The fee structure selected will depend upon the client's investment objectives, financial situation, and other factors, and will be agreed upon in advance. LONGVIEW's team of financial professionals is committed to providing transparent and fair fee structures that align with the best interests of its clients.

Typical Clients, Fee Structures & Investment Minimum

According to LONGVIEW FINANCIAL ADVISORS, INC.'s Part 2 Brochure, their investment minimum varies depending on the type of account and investment strategy. For their discretionary investment management services, the minimum initial investment is $1 million. However, for their non-discretionary investment management services, the investment minimum is only $250,000. It is important to note that they may waive or lower the investment minimum at their discretion.

How This Office Can Help Madison County, AL Residents

Longview Financial Advisors, Inc. is a financial planning and investment company that provides top-notch services to clients in Madison County, AL. Their team is dedicated to working closely with clients to understand their current financial situation and provide a personalized plan to help them reach their goals and navigate any challenges that come their way. Living in Madison County, AL, clients may face a variety of financial situations such as saving for retirement, managing debt, creating a budget, or saving for a child's education. With a focus on comprehensive financial planning, Longview Financial Advisors, Inc. can help clients create a financial roadmap to address these issues. They offer a wide range of services including investment management, retirement planning, estate planning, tax planning, and insurance planning. By providing customized solutions to meet specific needs, Longview Financial Advisors, Inc. helps clients in Madison County, AL achieve their financial goals, no matter what stage of life they are in.

To view the Minimum Investment and Fee Schedule for Longview Financial Advisors, Inc., visit their Part 2 Brochure.

Services Offered by Longview Financial Advisors, Inc.

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 Financial Advisors, Inc. 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)
Fixed Fees (Other than subscription)
Unavailable
Hourly
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 4245 Balmoral Dr SW Suite 306, Huntsville, AL 35801, USA
Phone (256) 534-1196
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Longview Financial Advisors, Inc. is registered to service clients in the following states:

  • Alabama
  • Florida
  • Georgia
  • Louisiana
  • North Carolina
  • Tennessee
  • Texas

Disciplinary History

Longview Financial Advisors, Inc. does not have any disclosures. Please visit it's Form ADV for more details.

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