Lever Wealth Management offers wealth management, which includes investment management and financial planning, and financial planning services. Investment management involves ongoing advice based on a client's individual needs. Financial planning covers various areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. Financial planning is offered on an ongoing or project basis.
Assets Under Management$50M
Clients36
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$50M
www.linkedin.com/in/andrew-fallwell-cfa-cfp%c2%... ·www.youtube.com/channel/ucrczlsdcj-l_x2zuiyunytq ·www.leverwealthmanagement.com
Fee Structure
Planning is included in investment management (also available separately)
Lever Wealth Management offers wealth management services that include investment management. The fees are charged monthly in advance and may be negotiable:
- Accumulators: $500 per month
- Pre-Retirees/Retirees: $750 per month
- Net Worth above $5,000,000: $15,000 - $35,000 annual fee, paid monthly
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