Leverage Financial Advisory offers personalized financial planning and investment management to individuals, couples, and businesses, especially those in the hospitality industry and small business owners. Services include assessing finances, setting goals, investment management, education planning, insurance reviews, retirement planning, tax planning, and estate planning. Leverage Financial Advisory acts as a fiduciary, meaning they are legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable depending on individual client circumstances. Certain legacy clients may have fee arrangements that differ from our current standard fee schedule due to previous agreements and we may offer discounted advisory fees to family members, employees, and close associates.