Lorne Levy
Lorne Levy is a registered investment advisor at Financial Gravity Family Office Services, LLC, based in Highlands Ranch, CO, with 17 years of industry experience. Lorne 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, Retirement Planning, and 1 more. Their firm serves 1,724 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Gravity Family Office Services may direct clients to Financial Gravity Asset Management, Inc. or other sub-advisors. The total annual fee for these services will not exceed 2.00% of the assets managed. This fee includes both the sub-advisor's fee and Financial Gravity's fee. The fees are negotiable within the indicated limits. Fees are charged monthly, in arrears, and debited from the client's account with written authorization.
Location
Highlands Ranch, CO
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Regulatory History (1)
Customer Dispute
February 2020Other Business Activities
Lorne works part-time as a Senior Loan Officer and Broker Associate for All City Financial Group Mortgage Broker & Real Estate. Lorne is also an Investor-Franchisee for Gradum GSwing, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Financial Gravity Family Office Services, LLC
Previous Registrations
Kingswood Capital Partners, LLCBroker
Kingswood Capital Partners, LLCBroker
Forta Financial Group, INC.
Forta Financial Group, INC.Broker
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.