Peter Levine
Peter Levine is a CFP, ChFC-designated registered investment advisor at Velara Wealth Management INC., based in New York, NY, with 26 years of industry experience. Peter 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, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.65% |
| $10M+ | 1.25% |
Fees are negotiable based on factors such as historical relationships, asset types, and account size.
Fee Estimator
Location
481 8th Avenue, Suite 1130, New York, NY, 10001
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2011Other Business ActivitiesSells Insurance
Peter is an independent insurance broker with Emblem Health since 2004 and Guardian since 2017.
Employment History
Current Registrations
Velara Wealth Management INC.
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations5 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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