Aaron Lieberman is a CFP-designated registered investment advisor at Modera Wealth Management, LLC, based in Albany, NY, with 23 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 7 more. Their firm serves 6,308 clients with $18B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.25% |
Rates shown are for wealth management. Portfolio management rates are lower (starting at 0.80%). Minimum quarterly fee of $3,000 generally applies for wealth management and $2,500 for portfolio management.
Fee Estimator
Contact
Aaron Lieberman
Location
300 Great Oaks Blvd, Suite 300, Albany, NY, 12203
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 Activities
Aaron serves as power of attorney for his mother, a role related to investments. This requires minimal time.
Employment History
Current Registrations
Modera Wealth Management, LLC
Previous Registrations
Marathon Wealth Management, INC.
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors, LLCBroker
Prudential Securities IncorporatedBroker
State Registrations1 state
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.
Exams
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