Levenson Wealth LLC is an independent registered investment advisor founded in 2017 and located in Newtonville, Massachusetts. Led by Deborah Levenson, the firm operates as a fiduciary legally required to act in your best interest, accepting no commissions or third-party payments. Levenson Wealth specializes in comprehensive wealth planning services that combine personalized financial planning with investment management. The firm builds globally diversified portfolios using low-cost, tax-efficient mutual funds and exchange-traded funds, tailored to each client's risk tolerance and tax situation. In addition to ongoing wealth planning, Levenson Wealth offers project-based financial planning for clients who want a one-time financial plan without ongoing investment management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Subject to a minimum annual fee of $15,000 and a minimum portfolio size of $1,500,000. Fees may be negotiable in very limited cases.
