Advisor at Longview Wealth Management
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Firm
Longview Wealth Management
Location
Columbus, GA 31909
Credentials
CFP®, Series 66
Industry experience
6 years
Sarah Clayton is a CFP® with six years of industry experience, currently serving as a financial advisor at LongView Wealth Management since 2022. Prior to joining LongView, she worked at Cambridge Investment Research and FineLine Technologies. She also spent four years at the University of Georgia. LongView Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business clients, offering a range of portfolio management and financial planning services. The firm employs economic, fundamental, and technical analysis, utilizing mutual funds, ETFs, stocks, and bonds, and works with third-party managers to tailor investment strategies to client goals.
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
3901 Glenn Road Suite A
Columbus, GA 31909
Georgia
LongView Wealth Management
2022 - Present (4 years)
Cambridge Investment Research
2019 - 2022 (3 years)
Cambridge Investment Research
2019 - 2022 (3 years)
FineLine Technologies
2016 - 2019 (3 years)
University of Georgia
2012 - 2016 (4 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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