Liberty One Investment Management provides investment advice and portfolio management. Liberty One offers continuous discretionary portfolio management services. Liberty One mainly uses equity securities, exchange traded funds, mutual funds, U.S. government securities, corporate debt securities, commercial paper, certificates of deposit, treasuries, municipal securities, and options strategies in its portfolio management programs. Liberty One also acts as a sub-adviser, wrap program manager or portfolio model provider to investment advisers, broker dealers and other financial institutions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
Fees are negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of the client’s financial circumstances.