Daniel Levinson
Daniel Levinson is a CFP-designated registered investment advisor at Blue Bell Private Wealth Management, LLC, based in Blue Bell, PA, with 11 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 811 clients with $1.1B 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 | 2.00% |
Fees are negotiable and vary by client, up to a maximum annual rate of 2.00%. Retirement plan accounts are capped at 1.00%.
Fee Estimator
Location
Blue Bell Executive Campus, 470 Norristown Road, Suite 305, Blue Bell, PA, 19422-2322
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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 →Employment History
Current Registrations
Blue Bell Private Wealth Management, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
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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