John Levin is a ChFC-designated registered investment advisor at Levin Funding Group LLC, based in Tucson, AZ, with 23 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 60 clients with $170M 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 - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $4.0M | 0.50% |
| $4.0M - $5.0M | 0.40% |
| $5M+ | 0.25% |
Fees can be negotiated.
Fee Estimator
Location
2200 East River Road, Suite 104, Tucson, AZ, 85718
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
John is a managing member and insurance agent with Levin Financial & Insurance Services, LLC, spending about 40% of his time offering insurance products. He also works as an independent contractor and is involved in family real estate and land partnerships, as well as providing business consulting services to those in the motorsports industry.
Employment History
Current Registrations
Levin Funding Group LLC
Previous Registrations
Bcj Capital Management
AXA Advisors, LLC
MML Investors Services, LLC
Princor Financial Services Corporation
Princor Financial Services Corporation
State Registrations2 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.