JL
JL

Justin Scott Liberti

20 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
18 advisors
Number of Clients
82 clients
Average Client Portfolio
$400.8M average
Assets Under Management
$32.9B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $10.0M1.00%
$10M+1.00%

Fees negotiable for amounts over $10,000,000. Smaller accounts may be subject to a minimum annual fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7501 Wisconsin Avenue, 15th Floor, Bethesda, MD, 20814

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Asb Capital Management LLC
April 2016 - Present · 9 yrs 10 mos
Chevy Chase Trust Company
November 2009 - Present · 16 yrs 3 mos
Previous Registrations
PNC Investments
September 2008 - July 2009 · 10 mos
Ameriprise Financial Services, INC.
September 2004 - September 2008 · 4 yrs
State Registrations6 states
CADCMDNYTXVA
Advisor
Exams
No exam information available for this advisor.