Level Four Advisory Services
Assets Under Management
$5.3B
Number of Clients
14,510
Number of Advisors
145
Average Client AUM
$367K
AUM per Advisor
$36.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Level Four Advisory Services, LLC (LFAS) provides fee-only investment advisory services. Services are tailored to each client’s financial status, objectives, needs, time horizons, concerns, expectations, and risk tolerance. Primary services include financial planning, asset management, and recommendations to third-party money managers. LFAS also offers retirement plan services.
Fee Structure
LFAS offers financial planning services billed hourly (not to exceed $300/hour) or as a fixed fee, both of which are negotiable. Annual consulting services are also available with negotiable fees, payable monthly or quarterly. For asset management, fees are negotiable, with a maximum of 2.50%. The Participant Asset Management Program has a maximum fee of 1.25%, also negotiable. ICA Platform Program fees do not exceed 2.5% annually and are negotiable.
Areas of Practice
Location
12400 Coit Road, Suite 700, Dallas, TX, 75251