Michael Cohen
Michael Cohen is a registered investment advisor at Level Four Advisory Services, based in Dallas, TX, with 25 years of industry experience. Michael 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
12400 Coit Road, Suite 700, Dallas, TX, 75251
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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 is an owner/registered representative at Cohen Investment Management, Inc., dedicating full-time hours to financial planning. He is also an independent insurance agent selling health, life, and disability insurance, spending minimal time on this activity. Additionally, Michael serves as a trustee/executor for a family-related trust, devoting minimal time.
Employment History
Current Registrations
Level Four Advisory Services
Level Four Financial, LLCBroker
Previous Registrations
Level Four Financial, LLC
Raymond James Financial Services, INC.Broker
Southern Financial Group, INC.Broker
Raymond James Financial Services, INC.Broker
State Registrations20 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.