Assets Under Management
$123.9M
Number of Clients
321
Number of Advisors
2
Average Client AUM
$386K
AUM per Advisor
$61.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Libertas Wealth Management Group provides personalized financial planning and investment management. Services include financial objectives, problem identification, cash flow, tax, insurance, investment, education, retirement, and estate planning. They are a fee-only firm and do not sell commissioned products.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.90% |
| $500K - $1000K | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Certain existing or legacy clients may be billed under a prior fee schedule.
5003 Horizons Dr., Suite 200, Columbus, OH, 43220