BL
Bryan Levy
BML Wealth Management
Los Angeles, CA
FINRA VerifiedFiduciary
BL
BML Wealth Management
Los Angeles, CAEst. 2004
Firm Details
Experience
22 yrs
AUM
N/A
Minimum
$1M
Fee Type
Fee-Based
Specialties
Wealth ManagementInvestment ManagementRetirement Planning
Certifications & Licenses
FiduciaryCFPCIMASeries 7Series 66
Regulatory Information
FINRA Verified
Disclosures
Clean Record
No complaints, regulatory actions, or disclosures found
Fee Structure
Assets Under Management (AUM) Fee
$0 - $500K1.75%
$500K - $1M1.50%
$1M - $3M1.25%
$3M - $5M1.00%
$5M - Above0.75%
Account minimum: $1M (negotiable)
Comprehensive Financial Plan
$5Kone-time
Hourly Consultation
$350 - $431per hour
Work History
BML Wealth ManagementCurrent
Managing Director / Financial Advisor
May 2014 - Present12 years
Merrill Lynch
Senior Financial Advisor
Mar 2006 - Aug 20148 years
Other Business Activities
This advisor is also engaged in the following business activities:
insurance agent
Licensed to sell life insurance and annuities
Compensation: Commissions
broker dealer
Registered Representative with affiliated broker-dealer
Compensation: Commissions
Office Locations
BML Wealth Management
PrimaryLos Angeles, CA
Key Team Members
BL
Bryan Levy
Financial Advisor
Reviews
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Key Team Members
BL
Bryan Levy
Financial Advisor
Office Locations
BML Wealth Management
PrimaryLos Angeles, CA
Reviews
Leave a ReviewNo reviews yet
Be the first to review