Peter Laliberte
Peter Laliberte is a registered investment advisor at Liberty Advisory Group, INC., based in Ponte Vedra Beach, FL, with 9 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.85% |
For clients utilizing a Sub-Advisor for asset management services, the fee stated above will include the Sub-Advisor’s fee. Fees may be negotiable.
Fee Estimator
Location
228 Canal Boulevard, Suite 1, Ponte Vedra Beach, FL, 32082
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 ActivitiesSells Insurance
Peter is the CEO/President of Liberty Advisory Group, offering insurance products like fixed annuities and life insurance. This takes about half of his time, including time during trading hours.
Employment History
Current Registrations
Liberty Advisory Group, INC.
Previous Registrations
Maripau Wealth Management LLC
Foundations Investment Advisors LLC
Retirement Wealth Advisors, INC.
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.