Leverty Financial Group

Financial Advisor in St. Croix County, WI

Firm Info
Address: 201 2nd St S, Hudson, WI 54016, USA
Phone: (715) 377-2080

Firm Size
Assets Under Management: $368.2 million
# of Advisors: 4
# of Clients: 1,459
Client to Advisor Ratio: 365:1
Average Account Size: $252,359
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Leverty Financial Group, LLC Overview

Leverty Financial Group, LLC is a fee-only registered investment advisory firm headquartered in Hudson, Wisconsin. The firm has been in business since 2020 and focuses solely on providing investment advice to its clients. Unlike commission-based firms, Leverty Financial Group does not receive any commissions or incentives for recommending certain investment products to its clients. Leverty Financial Group offers various financial planning and portfolio management services to both individuals and small businesses. These services include developing personalized investment strategies that align with each client's financial goals, risk tolerance, and investment preferences. The firm also prides itself on offering customized solutions that meet each client's unique needs. In addition to financial planning and portfolio management, Leverty Financial Group can help clients select other advisors that align with their investment preferences. This includes collaborating with estate planning attorneys, tax professionals, and other financial experts to ensure that clients receive comprehensive and coordinated advice. Overall, Leverty Financial Group aims to provide its clients with the guidance they need to achieve their financial objectives and secure a better financial future.

LEVERTY FINANCIAL GROUP, LLC offers its expert financial services to a diverse range of clients. These clients include individuals seeking personalized financial advice, high net worth individuals requiring sophisticated wealth management solutions, charitable organizations in need of investment management and other corporate entities that may benefit from the firm's extensive financial expertise. At LEVERTY FINANCIAL GROUP, LLC, their experienced team of professionals offers a range of fee structures, tailored to suit specific client needs and the services provided. These fee structures may include a percentage of assets under management (AUM), hourly rates, or fixed fees depending on the client's requirements. With transparent billing structures and customized financial services, LEVERTY FINANCIAL GROUP, LLC remains committed to providing flexible and cost-effective solutions for all its clients.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of Leverty Financial Group, LLC, the firm maintains a required minimum investment of $250,000 for new clients. The note about investment minimums section specifically states that "Leverty Financial Group generally has a minimum account size of $250,000," indicating that clients must meet this threshold in order to invest with the firm. Therefore, any potential clients should be aware that they must meet this investment minimum if they wish to work with Leverty Financial Group.

How This Office Can Help St. Croix County, WI Residents

The Leverty Financial Group is a company that specializes in offering comprehensive financial services to individuals and businesses in St. Croix County, WI. The company's main goal is to help their clients achieve their financial goals while minimizing the risks involved in investing. They offer a wide range of financial products and services, including investment planning, retirement planning, tax planning, estate planning, and insurance planning. Someone living in St. Croix County, WI, might be facing different financial situations, such as planning for retirement, saving for a child's education, buying a home, or managing their financial assets. The Leverty Financial Group can assist clients by offering personalized financial advice and creating tailored financial plans that align with their goals and priorities. They also provide ongoing support and review of financial plans, ensuring that they adjust to clients' changing needs and life circumstances. With their expertise and commitment to delivering exceptional services, the Leverty Financial Group has become a trusted financial partner for clients in St. Croix County, WI.

To view the Minimum Investment and Fee Schedule for Leverty Financial Group, LLC, visit their Part 2 Brochure.

Services Offered by Leverty Financial Group, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Leverty Financial Group, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 201 2nd St S, Hudson, WI 54016, USA
Phone (715) 377-2080
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

Leverty Financial Group, LLC is registered to service clients in the following states:

  • Arizona
  • Colorado
  • Florida
  • Minnesota
  • Wisconsin

Disciplinary History

Leverty Financial Group, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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