Leverage Planners Wealth Management provides investment management and financial planning services to individuals. For investment management, they work with clients to determine their goals and risk tolerance, then create a suitable investment strategy. They also offer financial planning covering areas like risk management and estate conservation. Leverage Planners Wealth Management uses Triad Wealth Partners for operational support, but maintains the client relationship.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).