Level Wealth Management manages investment portfolios and provides financial planning services. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, tax, and estate planning. LWM works with clients to develop and implement their financial plans, monitoring and updating them as needed. LWM also offers project-based financial planning and investment management services.
Fee Structure
Level Wealth Management offers investment management as part of its comprehensive financial planning and investment management service. This service is compensated by a quarterly fixed fee, ranging from $3,600 to $36,000 annually. This fee will not exceed 2% of your portfolio. The fee is determined by the complexity of your financial situation. LWM also offers project-based investment management on a fixed fee basis, ranging from $200 to $15,000.