Advisor at Level Four Advisory Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Level Four Advisory Services
Location
Cuspeper, VA 22701
Credentials
Series 66
Industry experience
22 years
Fixed fees for financial planning services (one-time or split payments).
$0+: Up to 2.50% annually (negotiable, maximum generally 2.50%) $0+: Participant Asset Management Program: up to 1.25% annually (negotiable) $10,000+: ICA Platform Program: up to 2.5% annually (negotiable, may be tiered or flat) $5,000 - $25,000: Mutual Fund/ETF Managed Accounts: up to 2.25% annually $25,000+: Russell Model Strategies Program: up to 2.25% annually $300,000 - $2,000,000: Freedom UMA Account: up to 2.6% annually
Financial planning services hourly fees generally up to $300 per hour (negotiable).
Annual consulting services available for a negotiated retainer fee paid monthly or quarterly.
Account minimum: $5,000 Fee-only: Fee-only investment advisory services; no commissions for advisory services.
LEVEL FOUR ADVISORY SERVICES, Llc
2022 - Present (4 years)
Level Four Financial, LLC
2022 - Present (4 years)
Mid-ATlantic Securities, Inc.
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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Hi I’m Katie, founder of Money Pilot Financial Advisor. I’m a 25-year Army veteran where I served as a troop leader, Blackhawk helicopter pilot, and advisor on China affairs. Now I bring my passion for service and working with soldiers to financial planning. My mission is to help you take charge of your finances and live your best life. My husband Rob and I live on our farm in Virginia where the door is always open. I work with you to fit your lifestyle. We use virtual technology to meet and connect worldwide. Book meetings online, meet via video chat, stay in charge with our online portal. Give it a test drive. Book your free 20-minute intro call online.
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