Martin Levine
Martin Levine is a ChFC-designated registered investment advisor at 4thought Financial Group INC., based in Syosset, NY, with 40 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning. Their firm serves 344 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
4Thought Financial Group manages investment portfolios for clients, charging an annual fee based on the amount invested. The fee covers investment advice, transaction execution, custody, and electronic reporting. The annual fee ranges are:
- $0 - $10,000,000: 0.55% - 1.85%
- $10,000,000+: 0.35% - 1.65%
These fees apply to both model-driven and custom portfolios. Minimum initial investments are $500 for non-qualified accounts and $10,000 for qualified accounts, but these may be waived in certain circumstances. The exact fee is determined by the advisor or management and disclosed in the Investment Advisory Agreement.
Location
6851 Jericho Turnpike, Suite 120, Syosset, NY, 11791
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Martin is the Chief Financial Officer and IAR at 4Thought Financial Group Inc, focusing on financial planning and investment advisory services, dedicating full-time hours to this role. He also provides insurance broker services, selling life insurance, long-term care, and disability insurance, and is the author of The Widow's Survival Guide.
Employment History
Current Registrations
4thought Financial Group INC.
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Tower Square Securities, INC.Broker
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
State Registrations5 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.