Steven Levin is a registered investment advisor at Newedge Advisors, based in Malibu, CA, with 9 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
Malibu, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven works as a real estate agent for Pinnacle Estate Properties, dedicating minimal time. He is also an Investment Advisor Representative with NewEdge Advisors, LLC, doing business as Financial North Partners.
Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Wealthsource®
American Financial Network Advisory Services, LLC
Dfpg Investments, INC.Broker
Penniall & Associates
United Planners' Financial Services of America a Limited PartnerBroker
State Registrations1 state
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