Levatus LLC fees and pricing

Financial planner in Boston, Massachusetts. Registered with the SEC.

According to its Form ADV Part 2A brochure dated May 6, 2026, Levatus LLC charges an annual fee of $10,000⁠-⁠$250,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 6, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $10,000⁠-⁠$250,000/yr; “Wealth advisory fees may be charged as a flat engagement fee ranging from $10,000 to $250,000 annually, or based on the market value of assets under management on June 30th and December 31st.”

Payment and refund terms, quoted from the fee section of the brochure.

“Fees for Advisory Services Wealth Advisory Services Wealth advisory fees are billed quarterly, in advance and in arrears.”
“The wealth advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
“Fees may be negotiable at the sole discretion of the Advisor.”

Its annual fee of $10,000-$250,000 is above the Massachusetts median of $8,250. 98% of the 62 other Massachusetts planners that publish an annual fee charge less.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Clients: 46
Employees: 4
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $173,887,237
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 287811
Website: linkedin.com/company/11277704 (opens in new tab)
Phone: (617) 505-4710

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.