Liberty Financial Group offers investment management and financial planning services to individuals, trusts, estates, charitable organizations, and corporations. Services include cash flow management, employee benefit options, college funding, risk management, estate planning, retirement planning, and tax planning. Investment management is offered on both a discretionary and non-discretionary basis.
Assets Under Management$130M
Clients196
Advisors2
Avg. per Client$640K
Avg. per Advisor$63M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable and may be modified based on individual circumstances and complexity of services.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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