Libertas Wealth Management Group offers personalized financial planning and investment management services. This includes helping clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, fund education, plan for retirement, and plan their estate. Libertas is a fee-only firm, meaning it doesn't sell commissioned products like annuities or insurance.
Assets Under Management$160M
Clients319
Advisors2
Avg. per Client$510K
Avg. per Advisor$82M
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Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.90% |
| $500K - $1000K | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Certain existing or legacy clients may be billed under a prior fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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