Leverage Planners Wealth Management provides personalized investment management and financial planning services to individuals and families. Founded in 2017 and owned by David Donhoff, the firm builds customized investment portfolios based on each client's specific goals, time horizons, and risk tolerance, granting authority to make trades without asking first. Leverage Planners Wealth Management partners with Triad Wealth Partners for operational support such as portfolio rebalancing and trade execution. In addition to managing investments, Leverage Planners Wealth Management offers extensive financial planning covering retirement, taxes, estate planning, healthcare, and insurance. The firm also hosts educational seminars and workshops for the public.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable based on factors such as historical relationship, type of assets, anticipated future earnings, and total dollar amount managed.