Overview
- Headquarters
- Dallas, TX
- Total Firm Assets
- $6.5 billion
- Average High-Net-Worth Client Portfolio Size
- $0.6 million
- Stated Minimum Account Size
- $40,000
Fee Disclosure
Source: LEVEL FOUR ADVISORY SERVICES, LLC FORM ADV PART 2A DTD 9/12/2025 (2025-09-12)
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Latest filing: ICA PLATFORM PROGRAM BROCHURE - MARCH 30, 2026 (2026-03-30)
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Latest filing: LEVEL FOUR ADVISORY SERVICES, LLC FORM ADV PART 2A - MARCH 30, 2026 (2026-03-30)
· View brochure text
Latest filing: MANAGED ASSETS PROGRAM BROCHURE - MARCH 30, 2026 (2026-03-30)
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Latest filing: PARTICIPANT ASSET MANAGEMENT PROGRAM BROCHURE - MARCH 30, 2026 (2026-03-30)
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| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 2.75% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $27,500 | 2.75% |
| $5 million | $137,500 | 2.75% |
| $10 million | $275,000 | 2.75% |
| $50 million | $1,375,000 | 2.75% |
| $100 million | $2,750,000 | 2.75% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 49.02%
- Number of High-Net-Worth Clients
- 5,075
- Total Client Accounts
- 15,720
- Discretionary Accounts
- 14,748
- Non-Discretionary Accounts
- 972
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 134086
- ICA PLATFORM PROGRAM BROCHURE - MARCH 30, 2026 (2026-03-30) · View brochure text
- LEVEL FOUR ADVISORY SERVICES, LLC FORM ADV PART 2A - MARCH 30, 2026 (2026-03-30) · View brochure text
- MANAGED ASSETS PROGRAM BROCHURE - MARCH 30, 2026 (2026-03-30) · View brochure text
- PARTICIPANT ASSET MANAGEMENT PROGRAM BROCHURE - MARCH 30, 2026 (2026-03-30) · View brochure text
- LEVEL FOUR ADVISORY SERVICES, LLC FORM ADV PART 2A DTD 9/12/2025 (2025-09-12) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗