Alan Lev is a registered investment advisor at Equilibrium Ventures, LLC, based in Northbrook, IL, with 6 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Real Estate Investing. Their firm serves 8 clients with $130M 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% |
Annual asset-based fees range from 0.25% to 1% based on portfolio value and are negotiable depending on account size, future deposits, and services provided.
Fee Estimator
Location
Northbrook, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alan serves as the Chairman of Belgravia Group, Ltd, a real estate development company. He dedicates about full-time hours to this role during securities trading hours.
Employment History
Current Registrations
Equilibrium Ventures, 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.
Exams
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