Liberty Asset Management offers continuous portfolio management and comprehensive financial planning services to individuals, high-net-worth individuals, pension plans, charities, and businesses. Founded in 2011 and based in Allentown, Pennsylvania, the firm uses Modern Portfolio Theory and asset allocation strategies tailored to each client's specific objectives, time horizons, risk tolerance, and liquidity needs. Portfolios can be managed on a discretionary or non-discretionary basis. In addition to investment oversight, Liberty Asset Management creates written financial plans addressing personal records, budgeting, taxes, cash flow, investments, insurance, retirement, and estate planning. The firm also assists clients with various types of investments including exchange-listed securities, mutual funds, exchange-traded funds, corporate debt, and municipal securities. Custody and brokerage services are provided primarily through Fidelity.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable based on client complexity, portfolio style, and related accounts.