Robert Lieberson
Robert Lieberson is a CFA-designated registered investment advisor at Moody, Lynn, Lieberson & Walker, LLC, based in Boston, MA, with 25 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 536 clients with $2.2B 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
All fees are subject to negotiation.
Fee Estimator
Location
One Boston Place, Boston, MA, 02108
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 →Employment History
Current Registrations
Moody, Lynn, Lieberson & Walker, LLC
Previous Registrations
Moody, Lynn & Lieberson, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.