Lawrence Levy is a registered investment advisor at Ike Capital, LLC, based in Boca Raton, FL, with 34 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 50 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IKE Capital charges an annual fee based on a percentage of the value of your investments. The specific percentage varies between 0.10% and 2.00%, depending on the amount of assets being managed and the type of investment management services provided. This fee does not include brokerage commissions or other transaction fees.
Location
Boca Raton, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Ike Capital, LLC
Previous Registrations
Wunderlich Securities, INC.
Wunderlich Securities, INC.Broker
Dominick & Dominick LLC
Ike Capital, LLC
Dominick & Dominick LLC
Dominick & Dominick LLCBroker
Credit Suisse First Boston LLCBroker
Credit Suisse First Boston
Donaldson Lufkin & Jenrette Securities Corporation
Donaldson, Lufkin & Jenrette Securities CorporationBroker
Cs First Boston CorporationBroker
Goldman, Sachs & CO.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.