Ernest Liebre is a registered investment advisor at Captrust, based in Greenwich, CT, with 42 years of industry experience. Ernest operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 clients with $1100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
83 Mason St, Greenwich, CT, 06830
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Ernest has inherited real estate property since 1972 and manages two rental properties, dedicating minimal time to each. He is also involved with Cambridge Benefits Planners, Inc. and Cambridge Fiduciary Services, Inc., spending minimal time on administrative services and corporate filings, respectively.
Employment History
Current Registrations
Captrust
Capfinancial Securities, LLC.Broker
Previous Registrations
Cambridge Financial Services Group, INC
Cadaret, Grant & CO., INC.Broker
Walnut Street Securities, INC.Broker
Agincourt, LTD.Broker
Cambridge Financial Services INC
Nathan & Lewis Securities, INC.Broker
State Registrations6 states
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