Jay Levy
Jay Levy is a CFP-designated registered investment advisor at Measured Wealth Private Client Group, LLC, based in Portsmouth, NH, with 21 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 7 more. Their firm serves 638 clients with $530M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.0M | 0.85% |
| $7.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
An additional 0.25% may be added for accounts using an option strategy. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
303 Islington Street, Portsmouth, NH, 03801
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2008Other Business Activities
Jay serves on the board of directors for Wentworth Douglass Hospital Foundation, dedicating minimal time. He is also the general manager of Jay H. Levy Wealthfocus Financial Planning, LLC, established for financial literacy and education, spending about 10-20% of his time on this.
Employment History
Current Registrations
Measured Wealth Private Client Group, LLC
Previous Registrations
Ifs SecuritiesBroker
Ifs Advisory, LLC
H. Beck, INC.
H. Beck, INC.Broker
Advest, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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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