Level Four Advisory Services manages investment portfolios and provides personalized financial planning, retirement plan services, and third-party money manager referrals. The firm offers several investment programs, including wrap-fee programs and model portfolios, utilizing custodians such as Raymond James, Charles Schwab, and Fidelity. Level Four Advisory Services tailors its advisory services to individual client goals, risk tolerances, and financial needs, while also accommodating specific investment restrictions where feasible.
Assets Under Management$6.5B
Clients15,720
Advisors145
Avg. per Client$420K
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum fee is generally 2.50% across programs, but varies by specific program and strategy. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
145 Advisors at this firm
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