Assets Under Management
$246.9M
Number of Clients
111
Number of Advisors
N/A
Average Client AUM
$2.2M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
Liberty Private Client, LLC is a fee-only RIA specializing in investment management services. They tailor portfolios to individual client circumstances, emphasizing asset allocation and security selection using various investment instruments. The firm manages accounts on a discretionary basis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees on assets over $5 million are subject to negotiation.
5237 Summerlin Commons Blvd, #319, Fort Myers, FL, 33907