Advisor at Longview Wealth Management
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Firm
Longview Wealth Management
Location
Atlanta, GA 30342
Credentials
CFP®, Series 66
Industry experience
21 years
Jennifer Stewart is a CFP® with 20 years of industry experience, currently serving as a financial advisor at LongView Wealth Management since 2007. She previously worked with Cambridge Investment Research for 15 years. Stewart holds board roles with the Morgan County Foundation for Excellence in Public Education and the Northeast Georgia Regional Commission, and serves on the Georgia State School Superintendent Parent Advisory Council. LongView Wealth Management serves individuals, including high-net-worth clients, as well as pension plans and businesses, offering portfolio management, financial planning, and specialized services such as divorce financial consulting. The firm uses a combination of economic, fundamental, and technical analysis and employs various investment vehicles through multiple program structures and custodians.
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 · Louisiana
Longview Wealth Management
2007 - Present (19 years)
Cambridge Investment Research, inc
2007 - 2022 (15 years)
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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