Levi Calhoun is a registered investment advisor at Outlier Financial Partners, LLC, based in San Angelo, TX, with 2 years of industry experience. Levi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 126 clients with $25M 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 | 1.80% |
| $100K - $200K | 1.70% |
| $200K - $300K | 1.60% |
| $300K - $400K | 1.50% |
| $400K - $500K | 1.40% |
| $500K - $600K | 1.30% |
| $600K - $700K | 1.20% |
| $700K - $800K | 1.10% |
| $800K - $900K | 1.00% |
| $900K - $1.0M | 0.90% |
| $1M+ | 0.80% |
Progressive discount fee structure.
Fee Estimator
Location
133 W Concho Ave, Suite 207, San Angelo, TX, 76903
Get directionsHistory
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
Levi works as a mortgage loan originator for Geneva Financial, LLC. This activity is not investment-related.
Employment History
Current Registrations
Outlier Financial Partners, LLC
Previous Registrations
Outlier Financial Partners, LLC
Owen Financial Planning, LLC
State Registrations1 state
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