Levine Financial Group charges fees for financial planning and consulting services, which are negotiable and can be based on assets under management (0.10% – 2.00%) or fixed annual fees ($500 to $200,000). Investment management fees range from 0.10% to 1.50% of assets under management, potentially including fees for third-party strategists. Sub-Advisory Clients' management fees generally vary between 0.20% and 1.50%. A fixed monthly fee of $99 is charged for access to the Client Portal. Retirement plan consulting fees are project-based or asset-based (0.10% – 1.0%).