Level Four Advisory Services (LFAS) offers investment advice and financial planning to individuals, high-net-worth individuals, pension plans, trusts, and businesses. LFAS tailors its services to each client's financial situation, goals, and risk tolerance. Services include financial planning, asset management, and retirement plan services. LFAS also recommends unaffiliated third-party money managers.
Assets Under Management$5.3B
Clients14,510
Advisors144
Avg. per Client$370K
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$40K
Planning is included in investment management (also available separately)
Level Four Advisory Services offers several investment management programs:
- Managed Assets Program: Fees are negotiable, with a maximum of 2.50% annually, based on the value of your investments.
- Participant Asset Management Program: Designed for retirement plan participants, fees are negotiable up to 1.25% annually.
- ICA Platform Program: Through Raymond James, fees are negotiable up to 2.5% annually. Sub-advisory services from Level Four Capital Management may be used.
Fees are calculated and billed monthly in advance.
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Location
144 Advisors at this firm
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