Level Four Capital Management (LFCM) manages investment portfolios for individuals, high net worth individuals, pension plans, trusts, estates, charities, corporations, and other business entities. LFCM offers various asset allocation models designed to meet specific investment goals and risk/return characteristics. LFCM provides portfolio management through managed account programs offered on a wrap fee or non-wrap fee basis using accounts established with custodians like Raymond James, Fidelity, and Schwab.
Assets Under Management$1.2B
Clients3,352
Advisors9
Avg. per Client$370K
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Level Four Capital Management (LFCM) manages investments through several programs:
- Managed Assets Program: Fees will not exceed 2.5% annually. Fees are calculated and billed monthly in advance based on the value of your account. Fees may be negotiable.
- Participant Asset Management Program: Fees will not exceed 1.25% annually. This program is for participants in employer-sponsored retirement plans. The annual fee is negotiable.
- ICA Platform Program: Fees will not exceed 2.5% annually. This program is offered through Raymond James & Associates (RJA). Advisory fees may be charged according to a flat or tiered fee schedule. The annual fee is negotiable.
In a sub-advisory relationship, management fees are paid by Level Four Advisory Services (LFAS) directly to LFCM.
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