Joshua Levine is a CFP-designated registered investment advisor at Firefly Wealth Management, based in Cleveland, OH, with 8 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 3 clients with $21K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Firefly Wealth Management charges a percentage of your portfolio each year. The exact percentage will be listed in your agreement, but it will be between 0.5% and 1.5%. There is a minimum quarterly fee of $1,250.
Contact
Joshua Levine
Location
1468 West 9th Street, Suite 100, Cleveland, OH, 44113
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Firefly Wealth Management
Previous Registrations
Conquis Financial LLC
Mariner Platform Solutions
Adviceperiod, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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
Additional Information
When entrusting your future to a wealth advisor, you deserve a firm dedicated to making sure that as your needs and goals evolve, the investment and planning strategies also evolve.