Connor Ciarciello is a registered investment advisor at Liberty Square Wealth Partners LLC, based in Bethlehem, PA. Connor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 625 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Liberty Square Wealth Partners charges a monthly fee, paid in advance, based on the value of your investments. The annual rate ranges from 0.50% to 1.50%. The specific fee may be negotiable. In some cases, a fixed annual rate or fee may be charged.
Location
1525 Valley Center Pkwy, Suite 120, Bethlehem, PA, 18017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Liberty Square Wealth Partners LLC
State Registrations1 state
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