How does the advisor help clients – Key Takeaways:
LEVENSON WEALTH LLC is a financial advisor firm dedicated to helping clients achieve their financial goals through personalized strategies and comprehensive services. With a team of experienced professionals and a commitment to client satisfaction, the firm works closely with each individual to understand their unique needs and design a plan that works for them.
Facts and Insights
Founded in 2001, LEVENSON WEALTH LLC has been serving clients for over 20 years. With its headquarters in New York City, the firm has expanded to multiple locations across the country, offering its services to individuals, families, and businesses.
The firm’s team of advisors brings a diverse range of expertise and experience to the table, enabling them to provide clients with well-rounded and thorough financial advice. They use a holistic approach to wealth management, taking into consideration all aspects of a client’s financial situation to create a comprehensive plan tailored to their specific needs and goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2001 | 15 | $500 million |
Financial Services Offered
LEVENSON WEALTH LLC offers a wide range of financial services to meet the diverse needs of its clients. These include investment management, retirement planning, tax planning, estate planning, insurance planning, and more. The firm also provides access to a network of trusted professionals, such as attorneys and accountants, to offer specialized services as needed.
Client Types
The firm serves a diverse client base, including high-net-worth individuals, families, and small businesses. They also work with clients from various industries and professions, including physicians, attorneys, business owners, and retirees. The firm strives to build long-lasting relationships with its clients, understanding that each client’s needs and goals may change over time.
Fees & Compensation
LEVENSON WEALTH LLC operates on a fee-only basis, meaning they are not compensated by commissions or third-party products. Instead, their fees are based on a percentage of the assets under management, making their interests aligned with their clients. The firm is transparent about its fees and will discuss them with clients during their initial consultation.
Background
The founder and CEO of LEVENSON WEALTH LLC, John Levenson, has over 30 years of experience in the financial industry. He holds various professional designations and has a track record of helping clients achieve their financial goals. The firm’s team of advisors also brings a wealth of experience and knowledge to the table, with backgrounds in financial planning, investment management, and more.
Financial Advisor Disclosures to Know
LEVENSON WEALTH LLC has a clean record with regulatory bodies, including the Securities and Exchange Commission (SEC), the Financial Industry Regulatory Authority (FINRA), and state securities regulators. The firm also holds the necessary licenses and registrations to operate as a registered investment advisor.
Additionally, the firm has a fiduciary duty to act in the best interests of its clients, ensuring they always put their clients’ needs above their own. This means they are legally required to offer unbiased and objective advice, avoiding any potential conflicts of interest that may arise.