Michael Nelson
Michael Nelson is a CFP, ChFC-designated registered investment advisor at Leverty Financial Group, LLC, based in Hudson, WI, with 7 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 works seasonal help at Leverty's Traditional Trees and is an independent licensed insurance agent since 2014, selling life, disability, and long-term care insurance. He is also an associate at LFG Risk Services, LLC, an affiliated insurance agency, and LFG Tax, LLC, dedicating minimal time to each.
Employment History
Current Registrations
Leverty Financial Group, LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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