Mark Levin
Mark Levin is a CFP-designated registered investment advisor at Global Retirement Partners LLC, based in Coral Springs, FL, with 34 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Federal Employees, and 4 more. Their firm serves 28,693 clients with $170B 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 | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees may be paid monthly or quarterly, in arrears or in advance. Alternative schedules apply to specific third-party programs like Dynamic LifeManagement, where rates start at 1.25% for assets under $500,000 and decrease for larger amounts.
Fee Estimator
Location
1750 N University Dr, Ste 209, Coral Springs, FL, 33071
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
Mark owns vacation rental properties and is the owner of All Benefits Consulting Corp, an insurance agency selling group insurance products. He also provides investment advisory services through Global Retirement Partners and Financial Partners Advisory Group, spending about half his time on these activities.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
MML Investors Services, INC.
MML Investors Services, INC.Broker
State Registrations12 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
More Advisors
- Gabriel Bustamante, CFPLPL Financial LLC
- Richard Goldberg, CFP, ChFCPrincipal Securities, INC.
- Terry Humes, ChFCState Farm Investment Management CORP.
- Theodore Kowalchuk, CFPValmark Advisers, INC.
- Beverly Provost, CFPFr Financial Advisors LLC
- Joshua Walton, ChFCState Farm Investment Management CORP.