Samuel Levenson is a registered investment advisor at Levenson Wealth LLC, based in Jerusalem, with 1 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 27 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees may be negotiable in very limited cases. Minimum annual fee of $15,000.
Fee Estimator
Location
Jerusalem
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Levenson Wealth LLC
State Registrations1 state
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