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How does the advisor help clients – Key Takeaways:
LEVIN & LEVY, LLP is a leading financial advisory firm that offers expert financial advice to clients. The firm takes a holistic approach to financial planning and provides personalized services to meet the unique needs of each client.
The firm specializes in wealth management, retirement planning, tax planning, and estate planning. Their team of experienced financial experts is dedicated to helping clients achieve their financial goals and plan for a secure future.
Facts and Insights:
LEVIN & LEVY, LLP has been in business for over 25 years and has established a strong reputation for delivering quality financial services to their clients. The firm currently has over $500 million in assets under management and a team of 15 dedicated advisors.
The firm is committed to providing transparent and unbiased financial advice to their clients. They believe in educating their clients and empowering them to make informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 25+ years |
Financial Services Offered:
LEVIN & LEVY, LLP offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Wealth Management
- Retirement Planning
- Tax Planning
- Estate Planning
Client Types:
The firm serves a diverse range of clients, including high-net-worth individuals, families, and businesses. Their team of advisors works closely with each client to understand their specific needs and develop tailored financial plans to meet their goals.
Fees & Compensation:
LEVIN & LEVY, LLP operates on a fee-only basis, meaning they do not receive commissions or sell financial products. This ensures that their advice is objective and in the best interest of the client. Their fees are based on a percentage of the assets under management, and they also offer hourly rates for specific financial services.
Background:
LEVIN & LEVY, LLP was founded by financial experts John Levin and Samantha Levy, who have over 40 years of combined experience in the financial industry. They have built a strong team of advisors who bring diverse expertise and knowledge to the firm.
The firm is committed to staying updated on industry trends and changes in the financial landscape. This enables them to provide the best possible advice to their clients and help them navigate any challenges or opportunities that may arise.
Financial Advisor Disclosures to Know:
As a reputable financial advisory firm, LEVIN & LEVY, LLP follows strict industry regulations and disclosures to ensure transparency and client protection. Some important disclosures to be aware of include:
- The firm may sell insurance products in addition to providing financial advice.
- The advisors may receive referral fees for recommending certain products or services.
- The firm has a strict code of ethics that all advisors must adhere to.