Levi Glenn Mcmellian

Cfo4life

23 Years of Experience

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Firm Information

Cfo4life

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

13 advisors

Number of Clients

956 clients

Average Client Portfolio

$1.8M average

Assets Under Management

$1.7B

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

Financial Plan Fee:$10,000 - $15,000

Fees are based on a percentage of assets under management or fixed fees, depending on the services provided. Financial planning fees range from $10,000 to $15,000 annually. Investment management fees range from 1.00% to 1.50% annually, charged quarterly in advance. Fees are negotiable and may be waived or reduced at the firm's discretion. Lower fees for comparable services may be available elsewhere.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Advisor Information

Office location

735 Plaza Blvd., Suite 100, Coppell, TX, 75019

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

June 2017

Denied

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Other Business ActivitiesSells Insurance

Levi is involved in several business activities, including serving as an officer for the Registrant through MGMT4Life, LLC (full-time), insurance sales as an independent agent (a few hours per week), and owning LMBC II, L.L.C. which provides insurance sales, tax preparation, and business consulting (about half his time). He also owns several other businesses including real estate, fitness centers, aircraft operation, and rental properties.