William Levine is a registered investment advisor at Hb Wealth, based in Atlanta, GA, with 27 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 5,230 clients with $26B in assets under 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.63% |
| $10M+ | 0.50% |
Fees are negotiable. Legacy clients may pay different rates.
Fee Estimator
Location
3550 Lenox Rd, Suite 2700, Atlanta, GA, 30326
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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 Activities
William is involved with several organizations, including the America Jewish Committee, Chick-fil-A Peach Bowl, The Temple, Rotary Club of Atlanta, and The Westminster Schools, dedicating minimal time to each. He also manages Firm Handshake Realty, LLC, is CFO of Firm Handshake Foundation, Inc., and owns Firm Handshake WLL, LLC, spending minimal time on each.
Employment History
Current Registrations
Hb Wealth
Previous Registrations
Truist Advisory Services, INC.
Suntrust Investment Services, INC.
Truist Investment Services, INC.Broker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities INC.Broker
Suntrust Capital Markets, INC.Broker
The Robinson-Humphrey Company, LLCBroker
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.