Joshua Hawkins
Joshua Hawkins is a CFP, ChFC-designated registered investment advisor at Leverty Financial Group, LLC, based in Hudson, WI, with 14 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. 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 for accounts over $5,000,000 are negotiable. Household accounts can be combined for breakpoint discounts.
Fee Estimator
Location
201 2nd Street South, Hudson, WI, 54016
Get directionsHistory
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
Joshua is an independent licensed insurance agent since 2011, offering life, accident, health, variable annuity, and variable life insurance. He also co-owns LFG Tax, LLC, providing tax services, and is an associate/co-owner of LFG Risk Services, LLC, an affiliated insurance agency, dedicating minimal time to each.
Employment History
Current Registrations
Leverty Financial Group, LLC
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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
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