Advisor at Longview Investment Management LLC
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Firm
Longview Investment Management LLC
Location
Omaha, NE
Credentials
CFA®, Series 63
Industry experience
6 years
Jason Williams is a CFA® charterholder and financial advisor with six years of industry experience. He has been with LongView Investment Management LLC since 2019 and previously worked at Wells Fargo Bank from 2015 to 2019. LongView Investment Management LLC is an independent advisory firm serving approximately 33 clients with $7.5 million in discretionary assets. The firm provides discretionary portfolio management and comprehensive financial planning to individuals, charitable organizations, and corporations, using a primarily passive investment approach based on Modern Portfolio Theory.
Based on Longview Investment Management LLC
Project Based Financial Planning fixed fee range: $300 - $20,000; Comprehensive Financial Planning upfront fee: $300 - $4,000, plus ongoing monthly fee: $100 - $500
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.40%
Omaha, NE
Nebraska
LongView Investment Mangement LLC
2019 - Present (7 years)
Wells Fargo Bank
2017 - 2019 (2 years)
WELLS FARGO Bank
2015 - 2017 (2 years)
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Other specialized services
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