Kristy Visconti is a CFP-designated registered investment advisor at Libra Wealth LLC, based in Bayfield, CO, with 12 years of industry experience. Kristy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 143 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Libra Wealth charges an annual fixed fee for wealth management and investment management services, determined on a case-by-case basis depending on your financial situation, the complexity of your needs, and the value of your portfolio. The maximum annual fee is up to $100,000 for full wealth management services and up to $20,000 for standalone investment management services. Fees are billed quarterly in advance.
Location
Bayfield, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Libra Wealth LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Edward Jones
Edward JonesBroker
State Registrations1 state
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