Emery Levick is a registered investment advisor at US Asset Management, LLC, based in Pittsburgh, PA, with 16 years of industry experience. Emery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 48 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Fees negotiable for amounts in excess of $5,000,000.
Fee Estimator
Location
211 N. Whitfield Street, Suite 201, Pittsburgh, PA, 15206-3030
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
US Asset Management, LLC
Previous Registrations
Benchmark Capital Advisors
State Registrations1 state
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