Warren Stean is a registered investment advisor at Liberty Wealth Managers, based in Somerset, with 7 years of industry experience. Warren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 123 clients with $61M 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 | 1.50% |
Fees may be negotiable.
Fee Estimator
Location
2 Bailey Hill, Castle Cary, Somerset, BA7 7AD
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
Warren is a founder and director of Atlantica Wealth, LLC, which provides financial consultancy services for UK ex-patriots. He spends about half his time in this role, primarily as a business developer for investment advisory services.
Employment History
Current Registrations
Liberty Wealth Managers
Previous Registrations
Westfuller Advisors, LLC
Beacon Global Advisor Network, LLC
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.