| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees may be negotiable on a client-by-client basis.
3570 Hamilton Blvd., Suite 301, Allentown, PA, 18103
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Learn about disclosures →Richard is a shareholder and Chief Compliance Officer at Liberty Asset Management, a registered investment advisor, dedicating a significant portion of his time (60%). He is also a Managing Partner and Chief Compliance Officer at Liberty Wealth Management, where he sells life and health insurance, dedicating nearly full-time hours.