Joshua Levine is a CFP-designated registered investment advisor at Focus Partners Wealth, LLC, based in Southfield, MI, with 16 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 14 more. Their firm serves 62,466 clients with $180B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focus Partners charges an annual fee based on a percentage of your portfolio value, generally up to 1.25%, with a minimum annual fee of $5,000. Fees are typically billed quarterly in advance and vary depending on the amount of assets managed, the scope of services, and the specific relationship history. In addition to the main management fee, certain specialized strategies carry additional charges: the Options Income Overlay and Index Income Overlay strategies charge an annual fee of 0.75% on the notional value target, and the TrendWise strategy charges an additional 0.25% per year over the standard management rate.
Location
Two Towne Square, Suite 800, Southfield, MI, 48076
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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.
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Joshua is a member of Weatherwood Partners LLC, an entity formed to invest in various investment opportunities, since February 2020. He identifies investment opportunities and initiates investment purchases/sales for the LLC, dedicating minimal time to this activity.
Employment History
Current Registrations
Focus Partners Wealth, LLC
Previous Registrations
Northcoast Asset Management LLC
Kovitz Investment Group Partners, LLC
Telemus Capital, LLC
Telemus Wealth Advisors, LLC
Telemus Investment Management, LLC
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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