Collin Mcavoy is a registered investment advisor at Level Four Capital Management, based in Dallas, TX, with 4 years of industry experience. Collin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 3,533 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual fee across programs is 2.50%, though specific programs or asset classes may have lower maximums (e.g., 1.25% for participant accounts or 0.50% for managed account programs). Fees are negotiable.
Fee Estimator
Location
12400 Coit Road, Suite 100, Dallas, TX, 75251
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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 Activities
Collin works as an Assistant Trader at Texas Capital Bank since April 2023. This investment-related activity takes nearly full-time hours.
Employment History
Current Registrations
Level Four Advisory Services
Level Four Capital Management
Level Four Financial, LLCBroker
Previous Registrations
Texas Capital Bank Private Wealth Advisors
Tcbi Securities, INC.Broker
Invesco Capital Markets, INC.Broker
Umb Distribution Services, LLCBroker
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.
Exams
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