Advisor at Longview Financial, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Longview Financial, Inc.
Location
Zimmerman, MN
Credentials
CFP®, Series 65
Industry experience
24 years
Retainer Agreement annual fee of $8,000; financial plans range from $2,000 to $8,000; minimum fee for tax preparation $175.
$25,000 - $49,999: 2.5% annually $50,000 - $99,999: 2.0% annually $100,000 - $249,999: 1.5% annually $250,000 - $499,999: 1.00% annually $500,000 - $1 million: 0.75% annually Over $1 million+: Negotiable
$175 per hour for planning and tax preparation work.
Account minimum: $500,000.00 Minimum fee: Minimum annual fee of $500.00 for accounts below $25,000. Fee-only: Fee-only financial planning and investment management; no commissions accepted.
Longview Financial, Inc.
2000 - Present (26 years)
CenturyLink
1988 - Present (38 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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