Levenson Wealth provides wealth planning services, including financial planning and investment management, to help individuals, couples, and families reach their goals. They also offer project-based financial planning for clients who want a one-time financial plan without ongoing investment management. As a fee-only firm, Levenson Wealth is compensated only by its clients and acts as a fiduciary, always acting in the client's best interest.
Assets Under Management$110M
Clients27
Advisors2
Avg. per Client$4.1M
Avg. per Advisor$56M
Fee Structure
Minimum Investment:$1.5M
Planning is included in investment management
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees may be negotiable in very limited cases. Minimum annual fee of $15,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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