Evan Levine is a ChFC-designated registered investment advisor at Complete Advisors, based in Valley Stream, NY, with 4 years of industry experience. Evan 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 25 clients with $67M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Complete Advisors charges a management fee based on the amount of assets they manage for you. The fee ranges from 0.35% to 0.95% per year, paid quarterly in advance. The exact fee is negotiable.
Location
181 S. Franklin Ave., Suite 303, Valley Stream, NY, 11581
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Evan is a group insurance broker since 1996, dedicating minimal time to this activity. Some of this time occurs during SEC trading hours.
Employment History
Current Registrations
Complete Advisors
State Registrations1 state
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.