JL
ChFC
JL
ChFC
Jeremy Levin is a ChFC-designated registered investment advisor at Haverford Financial Services, INC., based in Radnor, PA, with 12 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 20 clients with $340M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
18 advisors
Number of Clients
20 clients
Average Client Portfolio
$17.1M average
Assets Under Management
$341.9M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.35% |
Fees negotiable for accounts over $50 million. Fees for wrap accounts range from 0.20% to 0.55%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Three Radnor Corporate Center, Suite 450, Radnor, PA, 19087-4546
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
March 2012Employment History
Current Registrations
Haverford Financial Services, INC.
January 2026 - Present · 3 mos
Previous Registrations
Haverford Trust Securities, INC.Broker
July 2014 - June 2025 · 10 yrs 11 mos
Citigroup Global Markets INC.Broker
April 2012 - January 2013 · 9 mos
Wells Fargo Advisors, LLCBroker
December 2011 - March 2012 · 3 mos
State Registrations1 state
PA
Advisor
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.
Exams
No exam information available for this advisor.