Charles Levinson
Charles Levinson is a registered investment advisor at Sage Investment Advisers LLC, based in Wappingers Falls, NY, with 45 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 245 clients with $220M 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 $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable at the sole discretion of the Advisor. Certain legacy Clients may have a fee schedule that differs from above.
Fee Estimator
Location
1829 South Road, Wappingers Falls, NY, 12590
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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
Charles owns 100% of Hudson Hills Farm LLC and dedicates minimal time to it. He also owns 50% of Willow Tree Coin Rarities LLC, attending auctions and trade shows to buy and sell coins, dedicating a few hours per week.
Employment History
Current Registrations
Sage Investment Advisers LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
State Registrations2 states
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