Levi Mcmellian is a registered investment advisor at Cfo4life, based in Coppell, TX, with 23 years of industry experience. Levi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 956 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CFO4Life Group charges a quarterly fee based on the value of your investments. The annual fee ranges from 1.00% to 1.50%. The fee is calculated in advance each quarter. Some clients who were acquired from Vogel Financial Advisors may have different fee schedules with breakpoints. Clients participating in wrap fee programs are charged a separate fee that includes investment management, custody, and brokerage costs.
Location
735 Plaza Blvd., Suite 100, Coppell, TX, 75019
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Regulatory History (1)
Customer Dispute
June 2017Other Business ActivitiesSells Insurance
Levi is involved in several business activities, including serving as an officer for the Registrant through MGMT4Life, LLC (full-time), insurance sales as an independent agent (a few hours per week), and owning LMBC II, L.L.C. which provides insurance sales, tax preparation, and business consulting (about half his time). He also owns several other businesses including real estate, fitness centers, aircraft operation, and rental properties.
Employment History
Current Registrations
Cfo4life
Ausdal Financial Partners, INC.Broker
Previous Registrations
Ausdal Financial Partners, INC.
Cfo4life, L.P.
LPL Financial LLC
LPL Financial LLCBroker
State Registrations32 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.