PRIVATE WEALTH MANAGEMENT

LevelX’s Private Wealth Management is a world class provider of wealth management solutions for high-net-worth individuals, with a disciplined approach to portfolio management to help clients preserve and grow their financial wealth. Our clients are served by a dedicated team committed to deliver investment management resources to meet their individual objectives, via a rigorous process which includes:

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STRATEGIC PLANNING

We evaluate each clients needs and preferences by determining requirements, anticipated capital expenditures, philanthropic interests and desire for generational wealth transfer.

LevelX Capital, LLC  
Member FINRA/SIPC.
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109 White Oak Lane, Suite 200 O
Old Bridge, NJ 08857
Phone: (786) 314-7018
Email: Info@levelx.com

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Commission Disclosure

Free trading of stocks refers to $0 commissions tor LevelX Financial LLC self-directed individual cash or margin brokerage accounts that trade U.S. listed securities via mobile devices or Web. Relevant SEC & FINRA fees may apply. 

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International Account will have a $3 per trade fee

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Broker managed accounts may be subject to a commission based on your brokers commission rate

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Risk Disclosure

Trading of stocks and all other investment products involves substantial risk of loss and is not suitable for every investor. The value of stocks may fluctuate and as a result, clients may lose more than their original investment.

Private equity securities are speculative and illiquid and involves substantial risk of loss and is not suitable for every investor. The value of stocks may fluctuate and as a result, clients may lose more than their original investment.

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Disclosures

System response and account access time may vary due to a variety of factors, including trading volumes, market conditions, system performance and other factors.

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No content in the App shall be considered a recommendation or solicitation tor the purchase or sale of securities, options or other investment products.  All information  and data in the App is tor  reference only and no historical data shall be considered as the basis for judging future trends

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LevelX Capital LLC is a member of Securities Investor Protection Corporation (SIPC), which protects securities customers ot its members up to $500,000 (including $250,000 tor claims for cash) . Explanatory brochure available upon request or at www.sipc.org.

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Check the background of LevelX Capital LLC on FINRA's BrokerCheck.

©2020 LevelX Captial LLC