Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio management fees are based on a percentage of assets under management, with rates decreasing as the portfolio size increases (see table above). The firm generally requires a minimum initial investment of $200,000, but this may be waived or reduced. Financial planning services are offered at an hourly rate of $150. Planning fees may be reduced or waived if the firm manages your portfolio account.
Areas of Practice
Advisor Information
Office location
2201 Washington Ave, Ste 2, Conway, AR, 72032
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David is an LLC member and property manager for Ponderosa Properties and the Vice-President of the Faulkner County Landlord Association. He also acts in a fiduciary capacity for the Gertrude E. DeRosa Revocable Trust and provides administrative support to Level Four Advisory Services, LLC, spending about half his time on Level Four Wealth Management and Level Four Advisory Services.