Edward Levene is a registered investment advisor at Ta Capital Management, LLC, based in Sewell, NJ, with 6 years of industry experience. Edward 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, and 1 more. Their firm serves 87 clients with $340M 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 | 1.00% |
The annual fee for asset management services is typically 1.00%. However, fees charged for our services are negotiable based on the investment adviser representative providing the services, the complexity of the client's situation, the composition of the client's account (i.e., equities versus mutual funds) the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client. Fees for wealth management services are waived for those clients who are also clients of TA Capital's affiliated firm, Total Alignment Wealth Advisors, and who subscribe to their Private Family Office with Analytics offering do not pay a fee to TA Capital Management.
Fee Estimator
Location
123 Egg Harbor Rd Unit 506, Sewell, NJ, 08080
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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
Edward is a managing member of Levco Power, LLC, dedicating about half his time to this inactive business since 2016. He is also the President/Director of Energy Advantage, spending minimal time on energy and credit card sales since 2013, and the Vice President/Director of Levco Energy, INC, which is an inactive business.
Employment History
Current Registrations
Ta Capital Management, LLC
Previous Registrations
Ta Capital Management, LLC
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.