Levin Funding Group (LFG) provides investment management and financial planning services. LFG works with clients to determine their investment objectives and risk profile, then designs a written investment policy. LFG manages investment portfolios for individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. LFG also offers financial planning and consulting services to help clients identify and work towards their financial goals.
Assets Under Management$170M
Clients60
Advisors1
Avg. per Client$2.8M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$250K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $4.0M | 0.50% |
| $4.0M - $5.0M | 0.40% |
| $5M+ | 0.25% |
Fees can be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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