Longview Wealth Management

LongView Wealth Management, Inc., established in 1978, is an Atlanta-based investment advisory firm offering personalized services such as asset management, financial planning, and divorce planning. The firm manages over $1.1 billion in client assets on a discretionary basis. LongView's investment strategy primarily involves using open-ended mutual funds, ETFs, stocks, and bonds. Clients can choose between wrap and non-wrap programs, with fees negotiated based on factors like service complexity and the IAR's experience. LongView also provides periodic financial planning and asset allocation services, with fees based on the level of service and complexity. The firm does not charge performance-based fees and acts as a fiduciary, always prioritizing clients' interests. LongView recommends using Schwab or Fidelity as custodians, offering a range of investment products and services. The firm discloses potential conflicts of interest, such as receiving compensation from product vendors and referral fees. Clients receive regular account statements from the custodian and have the option to grant LongView discretionary authority over their investments. LongView does not vote on client securities and maintains a strong financial position to meet its commitments.