How does the advisor help clients – Key Takeaways:
Longview Asset Management, LLC is a premier financial management firm that specializes in helping clients achieve their financial goals. With a team of experienced professionals, they offer a wide range of financial services to individuals, families, and businesses. Their commitment to excellence and personalized approach sets them apart in the industry.
Facts and Insights
The following table provides an overview of Longview Asset Management, LLC’s assets under management, number of advisors, and time in business.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 10+ | 20+ years |
Financial Services Offered
As a financial expert, Longview Asset Management, LLC offers a wide range of services to help clients effectively manage their wealth. These services include:
- Investment management
- Financial planning
- Tax planning and management
- Estate planning
- Insurance services
- Retirement planning
- Business succession planning
Client Types
Longview Asset Management, LLC works with a diverse clientele, including:
- Individuals and families
- High-net-worth individuals
- Business owners
- Retirees
- Executives
- Trusts and estates
- Non-profit organizations
Fees & Compensation
Longview Asset Management, LLC operates with a fee-only compensation structure, which means they do not receive commissions for their services. This ensures that their recommendations are always in the best interest of their clients. Their fees are based on a percentage of assets under management and are outlined in a transparent manner in their client agreements.
Background
Longview Asset Management, LLC was founded in 1998 and is headquartered in New York City. The firm is registered with the Securities and Exchange Commission and is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). They have a team of experienced financial experts who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As with any financial management firm, it is important for clients to be aware of any potential conflicts of interest or disclosures. Longview Asset Management, LLC lists the following on their Form ADV, available on their website:
- No regulatory or legal events in the past 10 years
- No disciplinary history of the firm or its employees
- No material legal disputes