Jay H Levy

CFP

Measured Wealth Private Client Group, LLC

21 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment Management

Measured Wealth Private Client Group, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

598 clients

Average Client Portfolio

$776K average

Assets Under Management

$464.0M

Fee Structure

Minimum Investment:$250K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.70%
$1.0M - $3.0M	1.45%
$3.0M - $7.0M	1.20%
$7.0M - $10.0M	1.00%
$10M+	1.00%

Fees on the balance are negotiable

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Location

303 Islington Street, Portsmouth, NH, 03801

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

April 2008

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Jay serves on the board of directors for Wentworth Douglass Hospital Foundation, dedicating minimal time. He is also the general manager of Jay H. Levy Wealthfocus Financial Planning, LLC, established for financial literacy and education, spending about 10-20% of his time on this.