Leverty Financial Group is a registered investment advisor based in Hudson, Wisconsin, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm tailors its investment strategies to individual goals using various asset classes, model portfolios, and third-party managers. Leverty Financial Group also assists clients with held-away accounts such as 401(k)s and 529 plans, and provides guidance on trust and will creation through partner entities. Associated professionals may also act as licensed insurance agents, offering insurance products separately from advisory services.
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.