LEVATUS LLC offers wealth advisory services to individuals, high net worth individuals, trusts, and estates. These services include financial planning and discretionary or non-discretionary investment management. LEVATUS serves as a point of contact for financial coordination, investment management, and administrative support. The firm's investment approach is primarily long-term focused, but may buy, sell or re-allocate positions that have been held for less than one year to meet client objectives or due to market conditions.
Fee Structure
LEVATUS offers wealth advisory services that include investment management. Fees are either a flat engagement fee ranging from $10,000 to $250,000 annually, or based on the value of assets under management. Asset-based fees range from 0.25% to 1.25% annually.