Michael Levin
Michael Levin is a CFP, ChFC-designated registered investment advisor at Vanderbilt Advisory Services, based in Jericho, NY, with 26 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 6,470 clients with $2.1B 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 $100K | 2.50% |
| $100K - $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Firm also offers threshold billing, flat percentage, and flat annual fee structures. Fees are negotiable.
Fee Estimator
Location
500 N. Broadway, Suite 219, Jericho, NY, 11753
Get directionsHistory
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 is a partner at Preferred Financial Group since 1995, where he provides financial planning, sells insurance and annuities, sells mutual funds, and does estate and retirement planning. He spends about 10-20% of his time on this activity and owns 33 1/3% of the business.
Employment History
Current Registrations
Vanderbilt Securities, LLCBroker
Vanderbilt Advisory Services
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Lincoln InvestmentBroker
Great American Advisors, INC.Broker
Pmg Securities CorporationBroker
State Registrations21 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
More Advisors
- Amos AkinyooyeVanderbilt Advisory Services
- Joseph Kalinowski, CFAAlpha Concepts LLC
- George Fiederlein, CFPOppenheimer & CO. INC.
- Francis Chimenti, CFPOppenheimer & CO. INC.
- Andrew Gilmartin, CFP
- Michael Margarites, CFPOppenheimer & CO. INC.