Level Four Capital Management, LLC provides professional asset management services directly and through sub-advisory arrangements with affiliated and unaffiliated registered investment advisors. The firm offers a wide range of investment strategies, including actively managed equity portfolios, fixed income portfolios, asset allocation model portfolios, alternative investments, and a digital asset strategy. Rather than creating fully customized portfolios for every client, Level Four Capital Management utilizes established models and quantitative screening combined with fundamental research to match clients with suitable investment solutions. Portfolios are typically managed on a discretionary basis, with accounts held at qualified custodians such as Raymond James and Associates, Fidelity, and Charles Schwab. The firm also serves as a sub-advisor to an exchange-traded fund and participates in various managed account programs. Level Four Capital Management is part of a holding company network that includes affiliated advisory, brokerage, and business consulting firms.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual fee across programs is 2.50%, though specific programs or asset classes may have lower maximums (e.g., 1.25% for participant accounts or 0.50% for managed account programs). Fees are negotiable.