Lea Levines is a CFP-designated registered investment advisor at Fifth Third Wealth Advisors LLC, based in Cincinnati, OH, with 14 years of industry experience. Lea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,333 clients with $6.1B 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 $5.0M | 1.00% |
| $5M+ | 0.60% |
Fee reductions based on breakpoints apply only to the portion of assets exceeding the relevant fee tier. FTWA may, at its discretion, aggregate assets across a Client household’s eligible accounts to qualify for breakpoint discounts. FTWA, at its sole discretion, may negotiate fees based upon certain criteria.
Fee Estimator
Location
38 Fountain Square Plaza, Cincinnati, OH, 45263
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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
Lea serves on the Vestry of St. Ann's Episcopal Church and is the Co-Chair of the Finance Committee and Chair of the Investment Committee. This activity is not investment-related.
Employment History
Current Registrations
Fifth Third Wealth Advisors LLC
Previous Registrations
Mbsc Securities Corporation
Banc of America Investment Services, INC.
State Registrations3 states
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