Levy Wealth Management Group

Levy Wealth Management Group, LLC (LWMG) offers asset management services through its LWMG Wrap Fee Program, providing tailored investment advice on various assets like mutual funds, ETFs, equities, and fixed income securities. Clients authorize LWMG to manage their assets on a discretionary basis, with accounts held at LPL Financial. The advisory fee, negotiable between clients and LWMG, is a percentage based on total assets, with a maximum of 2.00%. While clients do not pay additional transaction charges, LWMG covers transaction costs, potentially influencing investment decisions. There are no minimum account values for the program, open to various client types. LWMG serves as the portfolio manager, utilizing diverse research reports and model portfolios to guide investment decisions. The firm emphasizes a diversified portfolio aligned with client risk tolerance and goals. Investment strategies include asset allocation, mutual fund/ETF analysis, and consideration of market risks. LWMG's Code of Ethics ensures high standards of conduct, with employees reporting personal securities transactions. Clients receive regular account reviews and reports, with LWMG not accepting proxy voting authority. The firm discloses potential conflicts of interest, such as employees acting as registered representatives of LPL Financial. Clients are informed about risks associated with different types of investments and are encouraged to review account statements from custodians. LWMG's brokerage practices involve selecting LPL as the exclusive broker-dealer, potentially impacting transaction costs. Trade aggregation may be used for multiple client accounts to optimize execution and reduce expenses.