Liberty Catt
Liberty Catt is a ChFC-designated registered investment advisor at Onepoint Bfg Wealth Partners, based in Greenwood Village, CO, with 14 years of industry experience. Liberty operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 4 more. Their firm serves 8,647 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees are negotiated up to a maximum of 2.00% annually. The firm permits both fixed percentage and tiered fee schedules depending on the agreement.
Fee Estimator
Location
5251 DTC Parkway, Suite 1045, Greenwood Village, CO, 80111
Get directionsHistory
Regulatory History (1)
Criminal
June 1998Other Business Activities
Liberty is affiliated with Bleakley Financial Group and Private Advisor Group, providing administrative services as a registered investment advisor. These activities are investment-related and take up nearly all of Liberty's time.
Employment History
Current Registrations
Onepoint Bfg Wealth Partners
Previous Registrations
LPL Financial LLCBroker
Northwestern Mutual Investment Services, LLCBroker
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.
Exams
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