Keith Leverentz is a registered investment advisor at The Life Group Financial Services, based in Dubuque, IA. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Investment Management, and 1 more. Their firm serves 1,628 clients with $140M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
1,628 clients
Average Client Portfolio
$84K average
Assets Under Management
$136.5M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1545 Associates Drive, Suite 104, Dubuque, IA, 52002
Get directionsHistory
Regulatory History (3)
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Customer Dispute
April 2014Settled
Employment Separation After Allegations
November 2012Customer Dispute
August 2012Settled
Employment History
Current Registrations
The Life Group Financial Services
July 2025 - Present · 10 mos
State Registrations1 state
IA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.