Maxwell Levi is a registered investment advisor at Perennial, based in New York, NY, with 2 years of industry experience. Maxwell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 123 clients with $760M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Perennial Advisors typically charges one annual fee based on a percentage of the value of your portfolio. The standard annual fee is 1.0%, but it may vary depending on the nature, circumstances, and amount of your investments. Perennial may also require a minimum annual fee if your investments do not meet a minimum threshold.
Location
1350 Avenue of the Americas, Suite 1920, New York, NY, 10019
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Perennial
State Registrations1 state
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