Libra Wealth provides investment advice and financial planning to individuals, high net worth individuals, trusts, and estates. Libra offers wealth management services, including investment management and financial planning. Investment management is typically provided on a discretionary basis, using low-cost, diversified mutual funds and ETFs. Financial planning covers retirement, cash flow, tax, insurance, estate, and college savings.
Assets Under Management$470M
Clients120
Advisors4
Avg. per Client$3.9M
Avg. per Advisor$120M
Fee Structure
Libra Wealth offers investment management services for a fixed annual fee, determined on a case-by-case basis, ranging from $3,000 to $15,000. The fee depends on the complexity of your financial situation, the amount you invest, and the estimated time involved. Fees may be negotiable.
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