WE CREATE DIVERSIFIED AND EFFICIENT PORTFOLIOS
The finance industry tends to make investing more complicated than it needs to be.
That unnecessary complexity typically results in higher fees, below-average performance, and a lack of transparency.
At Level Wealth, our investment process is straightforward, grounded in research, and built to weather all market cycles without unnecessary frills or extra fees. Our goal is to help you harness the power of the market through low cost, globally diversified portfolios and maintain a long-term perspective.
We will always offer a calm, clear, and professional second opinion; regardless of the headlines.
WHO FLAT-FEE investment MANAGEMENT IS A GOOD FIT FOR
Flat-fee investment management is designed for many different types of investors. We serve those who have been self-managing, offloaded that responsibility to another advisor, or just need a second opinion to ensure that they are on track; we can meet you where you are. If you desire to maintain control over your own portfolio, we can work with you regardless of where you custody your investments.
INVESTORS CLOSE TO RETIREMENT
As you approach retirement, the distribution phase and taxes become more complicated. We can help you manage your portfolio, tax strategy, and ongoing withdrawals.
You have been saving all your life. In our opinion, It’s time to enjoy your retirement, not stress over the optimal way to pay for it.
INVESTORS WITH SIZABLE PORTFOLIOS
If you have a sizable portfolio, you may want professional advice without the hurdle of high fees tied to your account balance.
As a flat-fee financial advisor, our advice and fees don’t change based on the size of your portfolio.
INVESTORS WHO WANT A SECOND OPINION
If you want an objective and unbiased comprehensive assessment of where you stand in relation to your financial goals, we can help.
Our flat-fee investment management services help you diversify your portfolio, consistently rebalance, and seek opportunities to eliminate unnecessary risks.
FREQUENTLY ASKED QUESTIONS
DO I HAVE TO GIVE UP CONTROL OF MY PORTFOLIO IF I WORK WITH LEVEL WEALTH MANAGEMENT?
No. You are welcome to continue managing your own portfolio. We can share our advice and it can be up to you to execute the trades. Many of our current clients are previous “DIY-ers” and manage their own portfolios. We are also happy to manage your investments at any time if you change your mind.
WILL YOU HELP ME “TIME” THE MARKET?
Our goal with our evidence-based investment philosophy is not to try to “time the market.” We believe the objective should be focused on time in the market, rather than trying to time the market.
You don’t need to be able to predict the future to be a successful investor. You just need to focus on what you can control: portfolio risk aligning with your time horizon, diversification, low costs, and a long-term perspective.
We’re a great fit for investors who want to build a low cost and well diversified portfolio that maps to their goals, keeps a long-term perspective, and is adjusted as needed along the way.
HOW DO YOU HELP CLIENTS WHEN THE MARKET DROPS?
When there is volatility in the market, we will help you make clear, smart decisions, removing emotion from the equation.
We will help you see how any market changes may have affected your portfolio and what that means for your long-term financial goals. Often, when you can understand the impact (or lack thereof) on your long-term financial goals from a market swing, you will feel less reactive to the frequent day-to-day volatility.
It is our goal for your money to never keep you up at night. If you’re curious, concerned, or confused, please give us a call.
WHAT TYPES OF INVESTMENT MANAGEMENT SERVICES DO YOU OFFER?
As a flat-fee financial advisor, we focus on low cost, diversified index funds, and consistent rebalancing. We prefer investing that concentrates on the long-term and asset allocation. This might feel boring, but a disciplined long-term approach is what research has shown to deliver time and time again.
WHAT KINDS OF TOOLS AND TECHNOLOGY DO YOU PROVIDE FOR CLIENTS IF YOU MANAGE THEIR PORTFOLIO?
If we are managing your investments, you’ll get your own investment portal where everything will be synchronized. You’ll be able to see your asset allocation, risk, performance, and consolidated quarterly reports.
HAVE MORE QUESTIONS?
We are here and happy to help! Schedule a quick call with us here.
At no point will we ever “hard sell” you on working with us. Our goal is to find long-lasting and mutually beneficial relationships. We want to do great work with great people. If that’s you, give us a call!
Interested in Investment Management?
Other Services
FINANCIAL PLANNING
We create a custom plan for every client that is continuously updated.
You’ll have meetings throughout the year to discuss your goals and life events making sure your plan is always tailored to your priorities and helping you make smart decisions.
TAX PLANNING
It’s not about how high your account balance is, it’s about how much you keep after taxes.
Our pro-active, strategic approach focused on the long term helps minimize the amount of taxes you will pay throughout retirement.