Advisor at Level Financial Advisors, Inc.
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Firm
Level Financial Advisors, Inc.
Location
East Amherst, NY 14051
Credentials
CFP®
Industry experience
4 years
Elise Murphy is a CFP® professional with four years of industry experience, currently serving at Level Financial Advisors, Inc. She has been with the firm since 2012. Level Financial Advisors is a fee-only firm that provides financial planning and investment management to individuals, families, trusts, non-profits, and small-business retirement plans. The firm employs an asset-allocation strategy using diversified mutual funds and ETFs, with a focus on tax-efficient portfolio management and client education.
Based on Level Financial Advisors, Inc.
Based on Level Financial Advisors, Inc.
Based on Level Financial Advisors, Inc.
Financial planning flat fees: Pre-Retirement Planning at $2,000 per year; On-Going Financial Planning minimum $4,000 per year; Project-Based Financial Planning minimum $1,000 per engagement
$0 - $500,000: 1.15% $500,000.01 - $1,000,000: 0.85% $1,000,000.01 - $2,000,000: 0.8% $2,000,000.01 - $3,000,000: 0.7% $3,000,000.01 - $4,000,000: 0.6% $4,000,000.01 - $10,000,000: 0.4% $10,000,000.01+: 0.3%
Hourly financial planning fees ranging from $240 to $480 per hour for legacy clients
Account minimum: $525,000 Minimum fee: Minimum fee of $1,500 per quarter for clients with less than $525,000 in assets Fee-only: Asset-based fees and flat fees for financial planning; no commissions accepted
9310 Transit Road, Suite 300
East Amherst, NY 14051
New York · Texas
Level Financial Advisors, Inc.
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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