MB, Levis & Associates offers investment management services where they manage your investments for a fee based on the value of your portfolio. They may also provide financial planning and consulting services, and may charge extra for complex planning needs. MB, Levis may recommend other professionals like attorneys or accountants, but you are not required to use them.
Assets Under Management$370M
Clients173
Advisors2
Avg. per Client$2.2M
Avg. per Advisor$190M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. The firm generally requires an annual minimum fee of $5,000. The effective annual investment management fee shall not exceed 2% of the total assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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