Ernest Tannis is a registered investment advisor at Level Four Advisory Services, based in Milton, GA, with 19 years of industry experience. Ernest 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 14,510 clients with $5.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Level Four Advisory Services offers several investment management programs:
- Managed Assets Program: Fees are negotiable, with a maximum of 2.50% annually, based on the value of your investments.
- Participant Asset Management Program: Designed for retirement plan participants, fees are negotiable up to 1.25% annually.
- ICA Platform Program: Through Raymond James, fees are negotiable up to 2.5% annually. Sub-advisory services from Level Four Capital Management may be used.
Fees are calculated and billed monthly in advance.
Location
Milton, GA
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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.
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Ernest is a sole proprietor of Smith-Allan Associates, LLC for real estate activities, spending about 10-20% of his time. He also provides driving instruction at Drive Smart Systems, Inc. (about half his time), is a board member for Centennial Village Homeowners Association (about 10-20% of his time), and is an owner/operator of SVG Legacy Holdings, LLC (a few hours per week).
Employment History
Current Registrations
Level Four Advisory Services
Level Four Financial, LLC
Level Four Financial, LLCBroker
Previous Registrations
Level Four Financial, LLC
Hb Securities, LLCBroker
Cabot Lodge Securities LLCBroker
Sb Advisory, LLC
Ifs SecuritiesBroker
E*trade Securities LLCBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations51 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.