Yale Levey
Yale Levey is a CFP-designated registered investment advisor at Next Generation Wealth Planning, LLC, based in Forked River, NJ, with 38 years of industry experience. Yale is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 39 clients with $52M 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 $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.25% |
| $1.5M - $2.0M | 1.00% |
| $2.0M - $2.5M | 0.95% |
| $2.5M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.75% |
| $5.0M - $7.5M | 0.70% |
| $7.5M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are negotiable based on criteria such as anticipated future earning capacity, asset amount, related accounts, and account composition.
Fee Estimator
Location
1041 West Lacey Rd, 2nd Floor, Forked River, NJ, 08731
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
Yale is a licensed insurance producer selling life, health, property, and casualty insurance, dedicating a few hours per week to this activity. He is also a 100% owner and managing member of Next Generation Wealth Planning, LLC, an RIA, which is a full-time position.
Employment History
Current Registrations
Next Generation Wealth Planning, LLC
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Royal Alliance Associates, INC.
J. B. Hanauer & CO.Broker
State Registrations20 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.
Exams
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