John Levis is a CFP-designated registered investment advisor at Mb, Levis & Associates,llc, based in Center Valley, PA, with 19 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 173 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. The firm generally requires an annual minimum fee of $5,000. The effective annual investment management fee shall not exceed 2% of the total assets under management.
Fee Estimator
Location
4647 Saucon Creek Road, Suite 101, Center Valley, PA, 18034
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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 →Employment History
Current Registrations
Mb, Levis & Associates,llc
Previous Registrations
Mcqueen Ball & Associates INC
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.