Advisor at Longview Wealth Management
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Firm
Longview Wealth Management
Location
Atlanta, GA 30342
Credentials
Series 63
Industry experience
42 years
Larry Fisher is a financial advisor with LongView Wealth Management in Atlanta, GA, holding a Series 63 designation and 42 years of industry experience. He has worked at LongView Wealth Management since 2005 and also has experience with Cambridge Investment Research, Inc. and M. S. Howells & Co. Additionally, he is an independent insurance agent for various independent insurance companies. LongView Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business clients. The firm provides portfolio management, financial planning, divorce financial consulting, and access to third-party managed programs, using economic, fundamental, and technical analysis to implement diversified investment strategies.
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 · Texas
M. S. Howells & Co
2023 - Present (3 years)
Cambridge investment Research, Inc
2007 - 2022 (15 years)
LongView Wealth Management
2005 - Present (21 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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