Level Financial Advisors provides investment management and financial planning services. They work with individuals, families, trusts, and non-profit organizations, offering advice on retirement, education funding, career changes, marriage, divorce, death, and estate planning. They also offer advice on insurance, debt, savings, budgeting, and tax management. Level Financial acts as a fiduciary, legally required to act in your best interest.
Assets Under Management$870M
Clients697
Advisors8
Avg. per Client$1.2M
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,000
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% |
Clients who were with us before our current fee schedule was adopted may be grandfathered on different schedules. Some pay lower fees than those noted above or are exempt from fees. We do not charge fees for accounts of principals, or employees, or members of their immediate families.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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