Invest with Confidence, Grow Your Wealth Strategically
Tailored strategies, disciplined execution, delivering measurable returns for your future.
Get Started Learn MoreTailored strategies, disciplined execution, delivering measurable returns for your future.
Get Started Learn MoreSince 2015, Jeremy Levy, LLC has empowered clients to achieve their financial aspirations through a disciplined, results-driven approach rooted in market expertise and strategic foresight. With a commitment to transparency and personalized service, we’ve built a track record of navigating complex markets to deliver sustainable growth and long-term value.
We uphold integrity-driven stewardship in everything we do
We uphold client-centric innovation in everything we do
Comprehensive financial guidance for achieving long-term goals.
Strategic investment strategies across diverse asset classes.
Crafting investment decisions to minimize tax obligations.
JEREMY LEVY, LLC is committed to protecting your privacy. We ensure that all personal information is handled with the utmost care and in accordance with applicable data protection laws.
Years of industry experience
Reliable and consistent service
Honest and transparent practices
Uncompromising standards
Dedicated customer service
Cutting-edge solutions
We focus on diversified portfolios of publicly-traded equities, fixed-income, ETFs, and select private-market opportunities tailored to your risk tolerance and goals.
You can open an individual or joint account with as little as $250,000; retirement and trust accounts start at $100,000.
We charge a tiered annual fee—1.25% on the first $1 million, 0.85% on the next $2 million, and 0.65% above $3 million—calculated quarterly on average daily balance.
Yes, clients receive 24/7 access to a secure client portal and mobile app with real-time valuations, statements, and tax documents.
Address: 1267 Willis Street, Suite 200, Redding, California
Phone: 5629830756
Email: [email protected]
Website: https://gobeyondjuice.com