Susan Dahl is a registered investment advisor at Levatus LLC, based in Boston, MA, with 28 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 39 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LEVATUS offers wealth advisory services that include investment management. Fees are either a flat engagement fee ranging from $10,000 to $250,000 annually, or based on the value of assets under management. Asset-based fees range from 0.25% to 1.25% annually.
Location
115 Newbury Street, Suite 503, Boston, MA, 02116
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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
Levatus LLC
Previous Registrations
Bainco International Investors LLC
Newbury Street Capital Limited PartnershipBroker
Scudder Investor Services, INC.Broker
Scudder Fund Distributors, INC.Broker
Scudder Fund Distributors, INC.Broker
State Registrations2 states
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