Richard Frable is a CFP-designated registered investment advisor at Liberty Asset Management, based in Allentown, PA, with 34 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 331 clients with $140M 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 $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to family and friends of associated persons.
Fee Estimator
Location
3570 Hamilton Blvd., Suite 301, Allentown, PA, 18103
Get directionsHistory
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 ActivitiesSells Insurance
Richard is a shareholder and Chief Compliance Officer at Liberty Asset Management, a registered investment advisor, dedicating a significant portion of his time (60%). He is also a Managing Partner and Chief Compliance Officer at Liberty Wealth Management, where he sells life and health insurance, dedicating nearly full-time hours.
Employment History
Current Registrations
Liberty Asset Management
Apw Capital, INC.Broker
Previous Registrations
Fsc Securities CorporationBroker
Ascend Financial Services, INC.Broker
Capital Analysts, IncorporatedBroker
State Registrations11 states
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