Libertas Wealth Management Group, Inc. is a registered investment advisor founded in 2005 and based in Columbus, Ohio. The firm offers personalized financial planning, investment management, and specialized consulting services primarily to individuals, high net worth individuals, non-profit foundations, and business owners. Libertas operates as a fee-only firm, meaning they do not sell insurance, annuities, or other commissioned products. Their investment strategy relies heavily on technical analysis combined with fundamental analysis, primarily utilizing mutual funds, exchange-traded funds, and individual equities, along with model portfolios. In addition to standard wealth management, Libertas provides ERISA retirement plan services, 401(k) consulting, and specialized 1031 Exchange investment consulting using Delaware Statutory Trusts to help real estate investors defer capital gains taxes.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.90% |
| $500K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Certain existing or legacy clients may be billed under a prior fee schedule. Sub-advisory and ERISA plan services have separate fee schedules.