LongView Wealth Management

Wealth Management Firm in Morgan County, GA

Firm Info
Address: 153 W Washington St, Madison, GA 30650, USA
Phone: (706) 438-4497

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

* required fields

Longview Wealth Management Overview

Longview Wealth Management is a fee-based registered investment advisory firm based in Atlanta, GA. Established in 2005, the firm has been providing high-quality investment advice and financial planning services to clients for over 15 years. As a broker-dealer representative and insurance broker/agent, Longview Wealth Management is authorized to offer its clients a wide variety of investment options and insurance solutions. The firm's comprehensive services include financial planning, portfolio management for individuals, small businesses, and institutional clients, as well as pension consulting services. Clients can also benefit from the firm's expertise in selecting other advisors who can cater to their unique investment needs. Longview's approach to investment management is customized, tailored to a client's investment objectives, risk tolerance, and time horizon. With its experienced team of financial advisors, Longview Wealth Management can help clients establish, monitor, and manage their investment portfolios effectively. The firm prides itself on its client-centric approach, placing clients' interests first and ensuring personalized attention to their specific investment needs. Through this commitment, Longview Wealth Management builds long-lasting relationships with its clients.

LONGVIEW WEALTH MANAGEMENT prides itself on providing comprehensive financial planning services to a diverse range of clients. The firm serves individuals and high net worth individuals, offering tailored solutions to meet each client's unique financial needs and goals. Additionally, LONGVIEW WEALTH MANAGEMENT works with pension or profit sharing plans as well as charitable organizations to ensure their financial health and sustainability. They also welcome other corporation types not listed, further expanding their reach and expertise. When it comes to fee structures, LONGVIEW WEALTH MANAGEMENT offers flexibility depending on the service provided. For clients looking for investment management, a percentage of assets under management (AUM) fee structure is available. This fee model aligns with the performance of the investment portfolio, ensuring the firm is motivated to generate strong returns. For clients in need of financial planning services or other advisory work, an hourly fee structure may be more appropriate. This fee model charges for the time and expertise utilized to provide personalized advice and guidance. Finally, LONGVIEW WEALTH MANAGEMENT also offers fixed fees for specific projects or deliverables, offering transparent and predictable pricing. Regardless of the fee structure selected, LONGVIEW WEALTH MANAGEMENT remains committed to providing superior financial advice and exceptional service to all of their valued clients.

Typical Clients, Fee Structures & Investment Minimum

The note about investment minimum in LongView Wealth Management's Part 2 Brochure states that the firm generally requires a minimum investment of $25,000 for the CMAP Program and $10,000 for the Envestnet Program. However, the firm may waive the minimum account size requirement under certain circumstances, such as when additional assets will soon be deposited or when the client has other accounts under management with LongView.

How This Office Can Help Morgan County, GA Residents

LongView Wealth Management is dedicated to providing a broad range of financial planning and wealth management solutions to individuals and families residing in Morgan County, GA. The company's experienced advisers work closely with clients to develop strategies that are tailored to their specific needs, helping them achieve their short and long-term financial goals. As with many rural areas, Morgan County's economic landscape is heavily dependent on agriculture and manufacturing, making it especially susceptible to fluctuations in commodity prices and global economic conditions. With this in mind, LongView Wealth Management is equipped to handle a wide range of financial situations faced by residents of Morgan County. Whether someone is looking to build wealth, manage risk, plan for retirement, or mitigate tax liabilities, LongView's team of experts is ready to help. They assist clients with impeccable service and attention to detail, ensuring that each person's unique financial situation is considered in the development of a comprehensive and effective plan.

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 153 W Washington St, Madison, GA 30650, USA
Phone (706) 438-4497
Directions
Google My Business Reviews:
5 Stars

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.

FREQUENTLY ASKED QUESTIONS

Integrated Wealth Management FAQs