Leverty Financial Group offers investment advice and portfolio management tailored to clients' needs. They provide financial planning services, ranging from broad-based to single-subject planning, and can assist with trusts and wills. They may recommend third-party money managers and advise on various investments, including equities, bonds, and mutual funds. Leverty Financial Group also offers non-discretionary investment advisory services to employer-sponsored retirement plans and their participants.
Assets Under Management$680M
Clients665
Advisors6
Avg. per Client$1M
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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