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Levi Mcmellian

Cfo4life
23 Years of Experience
Coppell, TX
1 DisclosureBrokerSells Insurance
View SEC Summary
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Levi Mcmellian is a registered investment advisor at Cfo4life, based in Coppell, TX, with 23 years of industry experience. Levi is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 1,015 clients with $1.9B in assets under management.

Cfo4life
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
1,015 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Management fee ranges from 1.00% to 1.50% per annum. Certain grandfathered accounts are subject to breakpoint fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

735 Plaza Blvd., Suite 100, Coppell, TX, 75019

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History

Regulatory History (1)
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Customer Dispute
June 2017
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Levi is involved in several business activities, including serving as an officer for the Registrant through MGMT4Life, LLC (full-time), insurance sales as an independent agent (a few hours per week), and owning LMBC II, L.L.C. which provides insurance sales, tax preparation, and business consulting (about half his time). He also owns several other businesses including real estate, fitness centers, aircraft operation, and rental properties.

Employment History
Current Registrations
Cfo4life
March 2017 - Present · 9 yrs 7 mos
Ausdal Financial Partners, INC.Broker
September 2012 - Present · 14 yrs 1 mo
Previous Registrations
Ausdal Financial Partners, INC.
December 2012 - February 2018 · 5 yrs 2 mos
Cfo4life, L.P.
March 2009 - March 2017 · 8 yrs
LPL Financial LLC
January 2007 - September 2012 · 5 yrs 8 mos
LPL Financial LLCBroker
October 2002 - September 2012 · 9 yrs 11 mos
State Registrations32 states
ALARAZCACODEFLGAIAIDILINLAMAMNMOMSMTNCNENJNVNYOHOKORPASCTNTXVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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