Michael Levy
Michael Levy is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Bellaire, TX, with 31 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B 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 | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
6750 West Loop South, Suite 790, Bellaire, TX, 77401
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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
Michael earns insurance commissions personally and through TLC Wealth Management, Inc. and TLC Insurance Services, dedicating about 10% of his time. He is also a board member for the Jewish Federation of Greater Houston and President of TLC Wealth Management, Inc., where he spends nearly full-time managing the business and providing wealth management services.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
Ims Financial Advisors, INC.
Ims Securities, Inc.dba Ims Financial Advisors, INC
Ims Securities, INC.Broker
Ims Securities, INC.Broker
1717 Capital Management CompanyBroker
Royal Alliance Associates, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations18 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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