Levenson Wealth is a fee-only firm. Our annual fees for wealth planning services, which include both financial planning and investment management, are as follows:
For comparison, many Boston-area advisors charge 1% - 1.5% for investment management alone – we include upfront and ongoing financial planning in our fees. In addition, our fee percentage declines more rapidly than most advisors, as we recognize that additional assets placed under management require less incremental effort.
We do not charge a separate initial financial planning fee or any hourly fees for planning services. Planning is important and it is included in our investment management fees.