Sarah
Clayton
Longview Wealth Management
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About this Advisor
Sarah Clayton is a financial advisor based in Columbus, Georgia, working with Longview Wealth Management. Sarah has previously held positions at Cambridge Investment Research, Fineline Technologies, University Of Georgia, and Longview Wealth Management. Sarah has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Sarah is part of Longview Wealth Management, which operates out of Columbus, Georgia. The firm has 2 offices and 26 employees. The firm manages assets totaling $986.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Longview Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Longview Wealth Management Brokerage Details
$986,754,089
26
3,074
$321,000
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Sarah Clayton Work History
Longview Wealth Management
Cambridge Investment Research
Cambridge Investment Research
Fineline Technologies
University Of Georgia
Disclosures
Please visit the SEC profile of Sarah Clayton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Longview Wealth Management
Atlanta, GA
Atlanta, GA
Columbus, GA
Atlanta, GA
Madison, GA
Atlanta, GA
Atlanta, GA
Madison, GA
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