John Philip Day II
Advisor at Level Four Advisory Services — Gadsden, AL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
1 year
Location
Gadsden, AL 35901
Level Four Advisory Services
Multi-team
John Day II is a financial advisor at Level Four Advisory Services with one year of industry experience. He holds a Series 66 designation and previously worked at Bain & Company for seven years. His background also includes roles at AssetVault and the University of Virginia. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, retirement-plan consulting, and fiduciary services through model portfolios, wrap platforms, and sub-advisors.
Based on Level Four Advisory Services
Based on Level Four Advisory Services
Financial planning services offered for fixed fees (one-time or split payments); Annual consulting services offered for negotiated fixed fees.
$0 - $500,000: 1.75% $500,000 - $1,000,000: 1.50% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $20,000,000: 0.75% $20,000,000 - $50,000,000: 0.60% $50,000+: 0.50%
Certain registered representatives earn commissions on securities and insurance products sold through affiliated broker-dealer; commissions are separate from advisory fees.
Financial planning services hourly fees generally not to exceed $300 per hour.
Annual consulting services offered for negotiated fixed fees payable monthly or quarterly.
Account minimum: $40,000 Fee-only: Financial planning services charged hourly up to $300/hour; fixed fees also available; asset management fees negotiable up to 2.50% annually; retirement plan services charged fixed or percentage fees up to 2.50% annually; donor advised funds fees up to 1.0%; sub-advisory fees included in total advisory fees.
Gadsden, AL
2100 Club Drive, Suite 200
Gadsden AL 35901
Advisors at this office
1
Alabama · Texas
1 year of industry experience
LEVEL FOUR ADVISORY SERVICES, Llc
2025 - Present • 1 year
Dallas, TX
Level Four Financial
2025 - Present • 1 year
Dallas, TX
Bain & Company
2018 - 2025 • 7 years
Boston, MA
AssetVault
2017 - 2018 • 1 year
London
Extended Travel
2017 - 2017 • 1 year
London
University of Virginia
2015 - 2017 • 2 years
Charlottesville, VA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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