Invst, LLC
Assets Under Management
$1.8B
Number of Clients
2,745
Number of Advisors
35
Average Client AUM
$651K
AUM per Advisor
$51.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Levine Financial Group provides financial planning, consulting, and investment management services, educating and guiding clients. They manage investments on a discretionary basis, allocating assets among various securities, mutual funds, and ETFs. They also offer retirement plan consulting services to qualified employee benefit plans.
Fee Structure
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%).
Areas of Practice
Location
3625 E 96th St, Indianapolis, IN, 46240