Michael Leverty
Michael Leverty is a ChFC-designated registered investment advisor at Leverty Financial Group, LLC, based in Hudson, WI, with 23 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 665 clients with $680M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Location
201 2nd Street South, Hudson, WI, 54016
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is co-owner of LFG Risk Services, an affiliated insurance agency, and has been an independent licensed insurance agent since 2002, selling life, accident & health, variable annuities, and critical illness insurance. He also co-owns LFG Tax, LLC, providing tax services, and is involved in several real estate and land management ventures, including MLME Holdings LLC, Forest and Rec, and LTLM LLC, as well as Leverty Traditional Trees farm operations.
Employment History
Current Registrations
Leverty Financial Group, LLC
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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