Steven Elwell is a CFP-designated registered investment advisor at Level Financial Advisors, INC., based in East Amherst, NY, with 11 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 697 clients with $870M 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 $500K | 1.15% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Clients who were with us before our current fee schedule was adopted may be grandfathered on different schedules. Some pay lower fees than those noted above or are exempt from fees. We do not charge fees for accounts of principals, or employees, or members of their immediate families.
Fee Estimator
Location
9310 Transit Road, Suite 300, East Amherst, NY, 14051
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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
Steven is a passive partner in Scott & Main LLC, a brewery and restaurant, since May 2019. He devotes no time to this business.
Employment History
Current Registrations
Level Financial Advisors, INC.
State Registrations2 states
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