Robert Woronoff is a registered investment advisor at Level Four Advisory Services, based in Raleigh, NC, with 16 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 14,510 clients with $5.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Level Four Advisory Services offers several investment management programs:
- Managed Assets Program: Fees are negotiable, with a maximum of 2.50% annually, based on the value of your investments.
- Participant Asset Management Program: Designed for retirement plan participants, fees are negotiable up to 1.25% annually.
- ICA Platform Program: Through Raymond James, fees are negotiable up to 2.5% annually. Sub-advisory services from Level Four Capital Management may be used.
Fees are calculated and billed monthly in advance.
Location
3900 Merton Drive, Suite 154, Raleigh, NC, 27609
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is a general partner in Woronoff Properties (since 1997) and a limited partner in 4001 Barrett Dr., LLC (since 2005), both real estate investments. He also assists buyers and sellers or leasing of commercial real estate with Dillon Commercial Real Estate Services, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Level Four Advisory Services
Previous Registrations
Mid-Atlantic Securities, INC.
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.