Advisor at Longview Wealth Management
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Firm
Longview Wealth Management
Location
Atlanta, GA 30342
Credentials
Series 66
Industry experience
3 years
Chad Durden is a financial advisor at LongView Wealth Management in Atlanta, GA, with three years of industry experience. He holds a Series 66 license and previously worked at Novogradac & Company LLP for 17 years as a partner supervising financial statement audits and tax preparation services. In addition to his advisory role, he owns and operates Durden Tax & Advisory Services, providing tax preparation and consulting for individuals. LongView Wealth Management serves individuals, pension and profit-sharing plans, and business clients, offering discretionary and non-discretionary portfolio management along with specialized services such as divorce financial consulting. The firm employs economic, fundamental, and technical analysis to implement portfolios using mutual funds, ETFs, stocks, and bonds, and manages over $1.1 billion in assets.
Based on Longview Wealth Management
Based on Longview Wealth Management
Flat fee for asset allocation services up to $15,000; divorcing planning retainer generally $2,500
$0 - $100,000: 1.75% $100,000 - $250,000: 1.50% $250,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.20% $1,000,000+: 1.00%
Commissions earned through insurance products and broker/dealer activities if clients purchase through advisory representatives in those capacities
Divorce planning consulting hourly rates up to $400 for advisory representative services and $150 for administrative time; financial planning hourly fees up to $500 per hour
Minimum fee: Minimum fees are $1,000 for inclusive planning and $500 for limited areas of concern Fee-only: Initial and/or periodic financial planning fees ranging from $1,000 to $15,000; hourly planning fees up to $500 per hour
5605 Glenridge Drive, Suite 300
Atlanta, GA 30342
Georgia
M. S. HOWELLS & cO.
2023 - Present (3 years)
LongView Wealth Management
2023 - Present (3 years)
Cambridge Investment Research Inc.
2022 - 2022 (1 year)
Cambridge Investment Research Inc.
2022 - 2022 (1 year)
Novogradac & Company LLP
2005 - 2022 (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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