David Levy is a registered investment advisor at Freeman Financial LLC, based in Needham, MA, with 8 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment 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 $250K | 0.90% |
| $250K - $750K | 0.65% |
| $750K - $1.5M | 0.50% |
| $1.5M+ | 0.40% |
These fees apply to portfolios with individual securities and all investments not mentioned in Category 2. For portfolios investing exclusively in mutual funds and US Government Bonds, Notes and Bills, the fees are: Below $250,000: 0.45%; $250,001 - $750,000: 0.30%; $750,001 - $1,500,000: 0.25%; $1,500,001 and above: 0.20%.
Fee Estimator
Location
20 Freeman Place, Needham, MA, 02492
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a Principal and CPA at David A Levy CPA PC, a firm he founded in 1986, providing tax, audit, and general accounting services. He spends nearly full-time working at the firm.
Employment History
Current Registrations
Freeman Financial LLC
State Registrations1 state
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