Assets Under Management
$106.2M
Number of Clients
323
Number of Advisors
5
Average Client AUM
$329K
AUM per Advisor
$21.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Liberty Asset Management, LLC offers investment supervisory services (individual portfolio management) and financial planning. Investment management utilizes Modern Portfolio Theory. Financial planning covers personal, tax, investments, insurance, retirement, death & disability, and estate issues. Minimum account size for investment management is $50,000.
| 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