Liberty Asset Management offers investment management based on individual client needs, using Modern Portfolio Theory. They manage accounts with discretion, tailoring strategies to client objectives and risk tolerance. They also provide financial planning services, creating detailed plans to help clients achieve their financial goals, covering areas like taxes, investments, insurance, retirement, and estate planning.
Assets Under Management$140M
Clients331
Advisors5
Avg. per Client$430K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to family and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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