John Levis is a CFP-designated registered investment advisor at Mb, Levis & Associates,llc, based in Center Valley, PA, with 20 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 170 clients with $410M 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% |
Annual investment advisory fee is generally negotiable and up to 1.00% of managed assets, subject to a general $5,000 annual minimum fee which may result in an effective rate up to 2% for smaller accounts.
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.
Exams
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