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Our Fees

At MB, Levis, our fee model is designed to align clients' interests with our own. We never charge sales commissions, which we believe create unhealthy incentives to recommend particular products. We typically charge a fixed fee that is based on the asset total we manage for each client. And because we receive compensation from no other source besides our clients, our loyalty lies with our clients alone.

Account Size Annual Fee
On the first $1,000,000 1.00% of assets
Next $1,000,000 to $2,000,000 0.75% of assets
Assets above $2,000,000 0.50% of assets