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Donald Genord

Level Four Advisory Services
19 Years of Experience
Bloomfield Hills, MI
1 DisclosureBrokerSells Insurance
View SEC Summary
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Donald Genord is a registered investment advisor at Level Four Advisory Services, based in Bloomfield Hills, MI, with 19 years of industry experience. Donald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Charitable Giving, Education Planning, and 8 more. Their firm serves 15,720 clients with $6.5B in assets under management.

Level Four Advisory Services
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
145 advisors
Number of Clients
15,720 clients
Average Client Portfolio
$416K average
Assets Under Management
$6.5B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum fee is generally 2.50% across programs, but varies by specific program and strategy. Fees are negotiable.

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

Location

30900 Woodard Avenue, Suite 300, Bloomfield Hills, MI, 48304

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History

Regulatory History (1)
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
April 2026
Pending
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Donald is an insurance agent with FIg Marketing since 2020, dedicating a few hours per week to this role. He also works as an associate/employee for Financial Independence LLC, providing investment-related advice for about half his time.

Employment History
Current Registrations
Level Four Financial, LLCBroker
April 2024 - Present · 2 yrs 6 mos
Level Four Advisory Services
April 2024 - Present · 2 yrs 6 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2019 - April 2024 · 5 yrs 3 mos
Raymond James Financial Services, INC.Broker
January 2019 - April 2024 · 5 yrs 3 mos
Fsc Securities Corporation
March 2017 - January 2019 · 1 yr 10 mos
Fsc Securities CorporationBroker
March 2017 - January 2019 · 1 yr 10 mos
National Planning Corporation ("npc of America" in Fl & Ny)
January 2012 - March 2017 · 5 yrs 2 mos
National Planning CorporationBroker
May 2007 - March 2017 · 9 yrs 10 mos
State Registrations18 states
ALARAZCACODCFLGAMAMINCNVNYOHSCTXWAWI
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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