Richard Levinson is a CFA-designated registered investment advisor at Truist Advisory Services, INC., based in Mclean, VA, with 3 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124,359 clients with $68B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.
The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.
Location
8200 Greensboro Drive, Mclean, VA, 22102
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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.
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Richard serves as power of attorney and co-trustee for his mother, trustee for his parents' trust, and trustee for his son and daughter. These activities require minimal time and are investment-related.
Employment History
Current Registrations
Truist Advisory Services, INC.
State Registrations1 state
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