Levin Funding Group LLC

Levin Funding Group LLC is an Arizona-based investment adviser established in January 2014. The firm offers investment management services for various clients, including individuals, retirement plans, trusts, and businesses. They create customized investment portfolios using a mix of no-load mutual funds, ETFs, and individual securities, primarily recommending passively managed funds from reputable providers like Vanguard and Dimensional Fund Advisors. Clients can also receive financial planning and consulting services to help achieve their financial goals. The firm may engage independent third-party managers to actively manage a portion of clients' assets. LFG charges fees based on a percentage of assets under management, with rates ranging from 1.00% to 0.25% based on the account value. Clients have the option to grant LFG limited power of attorney for trading decisions, and the firm may exercise discretion in selecting and managing investments. LFG does not engage in principal trading or charge performance-based fees. The firm conducts periodic reviews of client accounts at least semi-annually and provides quarterly performance reports. Clients receive account statements directly from the custodian, ensuring transparency and oversight.