Longview Financial, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Longview Financial provides personalized, fee-only financial planning and investment management primarily for individual clients. Services described in the brochure include comprehensive financial planning (cash flow, tax, retirement, education and estate planning), investment supervisory services, tax preparation, and periodic net worth and portfolio reporting.
Investment approach centers on strategic asset allocation with a core-and-satellite framework, using passively managed index and ETF core holdings supplemented by active funds where appropriate, and employing fundamental, technical and cyclical analysis. The firm documents client objectives in investment policy statements and conducts periodic reviews, with trades carried out only after client approval rather than under discretionary authority.
Compared with many peers, Longview manages virtually all client assets on a non-discretionary basis and oversees about $9.4 million for a very small client roster, which the brochure indicates supports highly individualized advice and written analyses. The principal owner serves as the firm’s adviser while also holding a separate full-time corporate role, and the firm states it operates without accepting commissions or referral fees.
Client services
Expertise
Fee options
Retainer Agreement annual fee of $8,000; financial plans range from $2,000 to $8,000; minimum fee for tax preparation $175.
$25,000 - $49,999: 2.5% annually $50,000 - $99,999: 2.0% annually $100,000 - $249,999: 1.5% annually $250,000 - $499,999: 1.00% annually $500,000 - $1 million: 0.75% annually Over $1 million+: Negotiable
$175 per hour for planning and tax preparation work.
Account minimum: $500,000.00 Minimum fee: Minimum annual fee of $500.00 for accounts below $25,000. Fee-only: Fee-only financial planning and investment management; no commissions accepted.
Main office
Zimmerman MN
Advisors at this office
1
Most active in
Minnesota
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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