Levi Allison
Levi Allison is a registered investment advisor at Signal Advisors Wealth, LLC, based in Detroit, MI, with 1 years of industry experience. Levi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,257 clients with $1.4B 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 | 2.00% |
Maximum annual advisory fee is 2.0%. Fees may vary based on the size of the account, number of accounts, complexity of the portfolio, extent of activity in the account, or other factors agreed upon. Fees are negotiable in certain circumstances.
Fee Estimator
Location
1555 Broadway St, Detroit, MI, 48226
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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 ActivitiesSells Insurance
Levi is an independent insurance agent and a co-founder/member of AMM Global LLC, an e-commerce business. He spends less than 20 hours per month researching products and marketing for the LLC.
Employment History
Current Registrations
Signal Advisors Wealth, LLC
Previous Registrations
Encompass More Asset 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.