Leon Levinson
Leon Levinson is a registered investment advisor at Osaic Wealth, INC., based in Houston, TX, with 41 years of industry experience. Leon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
4848 Loop Central Drive, Suite 1005, Houston, TX, 77081
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Regulatory History (1)
Customer Dispute
February 2024Other Business ActivitiesSells Insurance
Leon offers life settlements as an agent, dedicating minimal time to this activity. He also offers various insurance products, including accident & health, disability, life, and long-term care insurance, which takes nearly all of his time; and owns real estate rental property, which takes minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fs, INC.
Osaic Fs, INC.Broker
Sun Investment Services CompanyBroker
State Registrations6 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.