Level Financial Advisors provides investment management and financial planning services to individuals, families, trusts, estates, and non-profit organizations. Operating as a fiduciary, Level Financial Advisors is legally required to act in your best interest. The firm creates diversified portfolios primarily using mutual funds and exchange-traded funds, and also offers direct indexing through Vanguard for qualifying accounts. In addition to managing investments, Level Financial Advisors offers comprehensive financial planning covering retirement projections, tax strategies, estate planning, insurance analysis, and education funding. The firm primarily serves clients through ongoing asset-based management programs, but also accommodates standalone financial planning engagements for clients who do not need or have enough assets for investment management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Cash management services are charged at a flat rate of 0.25% annually. Direct indexing accounts incur a separate sub-advisory fee charged by Vanguard.
