Liberated Investor Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and referral services to third-party money managers. The firm tailors its services to individual client needs and investment objectives, primarily utilizing exchange-traded funds, mutual funds, and individual stocks. Liberated Investor Advisors also offers hourly and fixed-fee financial planning covering broad-based or single-subject needs. Additionally, the firm acts as a solicitor for external registered investment advisors and independent money managers. Douglas D. Alden owns and operates the firm, and associated professionals may also act as licensed insurance agents or representatives of other advisory firms.
Fee Structure
Liberated Investor Advisors manages client portfolios on a discretionary or non-discretionary basis. Specific percentage fee schedules for direct portfolio management are not explicitly detailed in the text table area, but the firm also refers clients to third-party money managers where advisory fees are established by those respective external managers.