Leverty Financial Group, LLC, based out of Hudson, WI, is a small investment advisory firm with a strong presence in the financial industry. With four offices strategically located, they offer personalized services to a diverse client base. Among their seven employees, four are dedicated investment advisors who provide expert guidance to clients.
With an average of approximately $94,290,000 in assets under management per investment advisor, Leverty Financial Group, LLC remains competitive within the industry. Their compensation structure includes various types, such as a percentage of assets under management, hourly charges, and ...
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Assets Under Mgmt
$377.14M
Investment Professionals
4
Locations
3
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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