Farrel Liger is a ChFC-designated registered investment advisor at Atcap Partners, LLC, based in New York, NY, with 11 years of industry experience. Farrel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 349 clients with $200M 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 $250K | 2.75% |
| $250K - $1.0M | 2.50% |
| $1M+ | 2.00% |
Fees are negotiable. Maximum annual fee ranges from 1.75% to 2.75% depending on account value and whether transaction fees are paid by the client or the investment advisor representative.
Fee Estimator
Location
80 Broad Street, 29th Floor, New York, NY, 10004
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
Farrel is involved with several outside business activities. These include a non-profit educational service organization, a customer service business for transportation needs, teaching continuing education courses to CPAs, and a non-profit providing support programs for low-income individuals.
Employment History
Current Registrations
Atcap Partners, LLC
Ceros Financial Services, INC.Broker
Previous Registrations
National Asset Management, INC.
National Securities CorporationBroker
State Registrations30 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
More Advisors
- Jean CocinescuAtcap Partners, LLC
- Stephen MarekAtcap Partners, LLC
- Joshua Bronstein, CFANeuberger Berman Bd LLC
- Daniel Silver, CFACibc Private Wealth Advisors, INC.
- Peter May, CFPHfh Planning INC.
- Joshua Rubin, CFPNerdwallet Wealth Partners, LLC