Justin Levy
Justin Levy is a CFP-designated registered investment advisor at Federated Global Investment Management CORP., based in San Francisco, CA, with 14 years of industry experience. Justin 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 83 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.70% |
| $5.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.35% |
Schedule reflects Managed Accounts and Model Portfolio Management for Large Cap, All Cap Value, and Balanced accounts. International Equity managed accounts range from 0.40% to 0.75%. Separate account schedules start at 0.30% to 0.70% with higher tier thresholds. Fees are negotiable.
Fee Estimator
Location
San Francisco, CA
Get directionsHistory
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 →Employment History
Current Registrations
Federated Global Investment Management CORP.
Mdt Advisers, a Division of Federated Mdta LLC
Federated Securities CORP.
Federated Investment Counseling
Federated Securities CORP.
Federated Securities CORP.Broker
Previous Registrations
Federated Global Investment Management CORP.
State Registrations6 states
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
More Advisors
- Joshua Nowasell, CFPWells Fargo Advisors
- Matthew Schmidt, CFACerity Partners LLC
- Madeleine Mcnell, CFAIconiq Capital, LLC
- Alexandra Sandberg, CFP, ChFCOsborne Partners
- Jessie Li, CFAOctavewealth
- Stephanie Cooper, CFPParallel Advisors, LLC