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Reuben Levinsohn

Washington Avenue Advisors
21 Years of Experience
Lansing, MI
3 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Reuben Levinsohn is a registered investment advisor at Washington Avenue Advisors, based in Lansing, MI, with 21 years of industry experience. Reuben operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 689 clients with $340M in assets under management.

Washington Avenue Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
689 clients
Average Client Portfolio
$489K average
Assets Under Management
$336.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M0.98%
$1.0M - $2.0M0.98%
$2.0M - $3.0M0.87%
$3.0M - $4.0M0.76%
$4.0M - $5.0M0.76%
$5M+0.65%

Fees are generally negotiable. The firm also offers investment advisory services through a flat annual fee.

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

Location

1146 South Washington Avenue, Lansing, MI, 48910

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2019
Denied
Civil
March 2013
Final
Customer Dispute
July 2009
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Reuben sells various types of insurance, including life, disability, long-term care, and fixed annuities. He also has numerous real estate ventures, including commercial and residential rentals, and is involved with several LLCs and community organizations, dedicating a few hours per week to L&P Properties LLC.

Employment History
Current Registrations
Washington Avenue Advisors
April 2020 - Present · 6 yrs 6 mos
Previous Registrations
Principal Securities, INC.
January 2013 - May 2020 · 7 yrs 4 mos
Principal Securities, INC.Broker
January 2013 - May 2020 · 7 yrs 4 mos
Securian Financial Services, INC.
February 2010 - February 2013 · 3 yrs
Securian Financial Services, INC.Broker
September 2005 - February 2013 · 7 yrs 5 mos
State Registrations4 states
FLINMIOH
Advisor

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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