Brian Levy is a registered investment advisor at West Wealth Group, LLC, based in Irvine, CA, with 17 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,273 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
West Wealth Group charges a percentage of your portfolio each year. The fee ranges from 0.75% to 1.50% of the value of your portfolio. The fees may be negotiable based on certain circumstances. Assets managed by third-party money managers are included when calculating West Wealth Group's advisory fee.
Location
2 Park Plaza, Suite 800, Irvine, CA, 92614
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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 ActivitiesSells Insurance
Brian is an insurance agent with BML Wealth Management, dba BML Wealth & Insurance Services, since 2004. This activity takes about half of Brian's time.
Employment History
Current Registrations
West Wealth Group, LLC
Previous Registrations
Cooper Mcmanus
Cooper Mcmanus
Securities America, INC.Broker
State Registrations3 states
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.