Liberty Park Capital Management, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Liberty Park Capital Management offers investment advice and management through three categories: fund management for private investment funds, private wealth management for individual clients, and other advisory services. For private wealth management clients, Liberty Park creates and manages diversified portfolios using ETFs and index funds, based on the client's financial goals and risk preferences. Liberty Park also provides research services to financial advisors and institutional asset managers.

Assets Under Management$52M
Clients5
Advisors2
Avg. per Client$10M
Avg. per Advisor$26M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm