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Service Model

Longview’s Capstone Service Model is designed for those who typically have $750,000 or more in assets under our management.

The Capstone Service Model assists people in identifying goals and understanding the next steps.  We then work together to begin to build a financial plan. These individuals are interested in both comprehensive financial planning and investment management.

Learn more about this service model by clicking the tabs below.
  • About the Services

    The Capstone Model is designed for clients with managed investment assets of $750,000 or greater. Capstone includes financial planning services and ongoing investment management , which may include, but are not limited to:

    • Goal Setting
    • Assessment of Risk Tolerance, Capacity, and Need
    • Cash Flow Planning and Budgeting
    • Estate and End-of-Life Planning
    • Philanthropic and Charitable Planning
    • Retirement Planning
    • Distribution/Withdrawal Planning
    • Savings Allocation and Liability Management
    • Risk Management, Asset Protection, and Insurance Planning
    • Employee Benefit Reviews
    • Income Tax Planning
    • Education Planning
    • Special Needs Planning
    • Other financial planning needs as they may arise

    The initial planning process generally requires four to five meetings over a 6 to 12-month period. After the first year, Longview continues to monitor your goals and objectives, making updates and recommendations as needed to the plan, and managing investments in accordance with your risk tolerance, capacity, and need.  The frequency and type of meetings after the first year depends on you and the complexity of your situation; however, we highly encourage at least one meeting each year in addition to periodic check-ins by phone or email.

  • Capstone Service Model Fees

    The fee for comprehensive and wealth management under the Capstone Model is calculated based on the following schedule:

    • First $1,000,000 under Longview’s management:                 1.00%
    • $1,000,001-$2,000,000 under Longview’s management:      .85%
    • $2,000,001-$3,000,000 under Longview’s management:      .75%
    • $3,000,001-$5,000,000 under Longview’s management:      .65%
    • Over $5,000,000 under Longview’s management:                 .50%