LBG Advisor, also known as Liberty Benefits Group, offers investment advice and management to individuals, trusts, pension and profit sharing plans, corporations, and non-profit organizations. Services include financial planning, estate planning, pension consulting, investment advice, and management of individually managed accounts. LBG Advisor does not take custody of client funds; these are held at a brokerage firm, bank, or other custodian.
Assets Under Management$13M
Clients49
Advisors2
Avg. per Client$270K
Avg. per Advisor$6.6M
Fee Structure
Minimum Investment:$650K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $650K | 2.25% |
| $650K - $1.4M | 1.75% |
| $1.4M - $1.8M | 1.50% |
| $1.8M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Lower fees for comparable services may be available from other sources. Fees do not include general planning, research services, and financial or estate planning. Fees may be negotiable on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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