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Matthew Levine

Independent Financial Partners
35 Years of Experience
Chagrin Falls, OH
2 DisclosuresBroker
View SEC Summary
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Matthew Levine is a registered investment advisor at Independent Financial Partners, based in Chagrin Falls, OH, with 35 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Real Estate Investing. Their firm serves 54,154 clients with $16B in assets under management.

Independent Financial Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
317 advisors
Number of Clients
54,154 clients
Average Client Portfolio
$301K average
Assets Under Management
$16.3B

Fee Structure

Minimum Investment:$20M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $30.0M1.65%
$30.0M - $60.0M1.25%
$60.0M - $90.0M1.10%
$90M+1.00%

Fees apply to the entire average daily assets under advisement when a threshold is met, rather than on a marginal basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

17371 Coldwater Trail, Chagrin Falls, OH, 44023

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2018
Denied
Customer Dispute
December 2016
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Independent Financial Partners
October 2022 - Present · 4 yrs
Ifp Securities, LLCBroker
October 2022 - Present · 4 yrs
Previous Registrations
Key Investment Services LLC
April 2012 - October 2022 · 10 yrs 6 mos
Key Investment Services LLCBroker
April 2012 - October 2022 · 10 yrs 6 mos
UBS Financial Services INC.
October 2010 - March 2012 · 1 yr 5 mos
UBS Financial Services INC.Broker
October 2010 - March 2012 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2008 - April 2010 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2008 - April 2010 · 1 yr 6 mos
Keybanc Capital Markets INC.Broker
May 1993 - July 2007 · 14 yrs 2 mos
Everen Securities, INC.Broker
September 1990 - April 1993 · 2 yrs 7 mos
Prescott, Ball & Turben, INC.Broker
January 1989 - September 1990 · 1 yr 8 mos
State Registrations3 states
NYOHVT
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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