Liberty Street Capital provides investment advice and portfolio management services. LSC works with clients to understand their goals and risk tolerance, then allocates assets across various categories like stocks, bonds, and cash. LSC minimizes trading and rebalances portfolios to maintain targeted risk levels. Client funds are held at Equity Advisor Solutions (EAS).
Assets Under Management$1M
Clients2
Advisors1
Avg. per Client$520K
Avg. per Advisor$1M
Fee Structure
Investment management only (planning not offered)
LSC's annual advisory fee is based on the value of your investments and your overall financial situation. The fee typically does not exceed 0.25% to 1.00% of the value of your investments. The specific fee will be outlined in your investment advisory agreement. Fees are paid quarterly in advance.
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