Liberty Capital Investment Corporation offers investment advice to a segment of its broker-dealer clients. The firm's advisors suggest transactions, but clients make the final decisions. Advice is limited to exchange-listed equities, corporate debt, municipal securities, mutual funds, and other securities. Liberty Capital does not offer discretionary investment management.
Assets Under Management$84M
Clients131
Advisors4
Avg. per Client$650K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.75% |
| $100K - $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable. Liberty Capital does not currently charge over 2.00%, but may charge up to 2.75% for active accounts with frequent trading and lower account values.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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