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Level Four Advisory Services

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Total assets under management

$5,320,412,049

More info

Total clients

13,865

12% high-net worth

Total advisors

115

of 132 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

121

Average account size

$383,730

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Fee options

Fixed

Fixed fees for financial planning services (one-time or split payments).

Percentage

$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

Project-based

Financial planning services hourly fees generally up to $300 per hour (negotiable).

Subscriptions

Annual consulting services available for a negotiated retainer fee paid monthly or quarterly.

Other

Account minimum: $5,000 Fee-only: Fee-only investment advisory services; no commissions for advisory services.

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Level Four Advisory Services

12400 Coit Road, Suite 700

Dallas TX 75251, United States

Number of offices

71

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 972-665-0878

Advisors at this firm

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Jennifer E

Series 63, Series 66

Dallas, TX

Level Four Advisory Services
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Louis O

CFP®, Series 63

Great Neck, NY

Level Four Advisory Services
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Cameron N

Series 65

San Antonio, TX

Level Four Advisory Services
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Marshall B

CFP®, Series 66

El Paso, TX

Level Four Advisory Services
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Craig B

Series 63, Series 66

Dallas, TX

Level Four Advisory Services
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Cathy P

Series 66

Cuspeper, VA

Level Four Advisory Services
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Stuart W

Series 65

San Antonio, TX

Level Four Advisory Services
user avatar

Brian T

Series 63, Series 65

Dallas, TX

Level Four Advisory Services
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Bonnie O

Series 63, Series 65

Dallas, TX

Level Four Advisory Services
user avatar

Peter G

CFP®, CFA®, Series 63, Series 65

Williamsburg, VA

Level Four Advisory Services
user avatar

Joshua H

Series 66

Dallas, TX

Level Four Advisory Services
user avatar

Marian S

Series 66

Dallas, TX

Level Four Advisory Services
user avatar

Damian S

Series 66

Mc Allen, TX

Level Four Advisory Services
user avatar

Jason F

CFP®, Series 63, Series 65, Series 66

Dallas, TX

Level Four Advisory Services
user avatar

Robert B

Series 65

Dallas, TX

Level Four Advisory Services
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