Liberated Investor Advisors offers discretionary portfolio management and financial planning services. Financial planning ranges from broad-based to single-subject planning. They may use sub-advisers to manage a portion of your account. Liberated Investor Advisors also refers clients to third-party money managers, monitoring their performance to ensure alignment with client goals.
Fee Structure
Liberated Investor Advisors' fee for managing your investments is a percentage of the value of your portfolio. The specific percentage is not listed in this document. The fee is billed based on the balance at the end of the billing period. Family accounts may be combined to potentially lower the fee. You can end the agreement with 30 days' notice and receive a refund for unearned fees.