Liberty Capital Investment Corporation provides non-discretionary portfolio management services to individuals, high net-worth individuals, trusts, estates, charitable organizations, and business entities. Liberty Capital Investment Corporation operates primarily as a broker-dealer and offers advisory accounts where clients retain ultimate decision-making authority over all trades. The firm's advice covers exchange-listed equities, corporate debt securities, over-the-counter securities, certificates of deposit, municipal securities, U.S. government securities, mutual fund shares, options, and exchange-traded funds. Investment strategies include fundamental, cyclical, and technical analysis, with approaches ranging from long-term and short-term purchases to margin trading and option writing. Portfolio management is guided by individual client objectives, risk tolerance, and time horizons. The firm also employs Certified Financial Planners.
Fee Structure
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 are general guidelines and may be negotiated with your broker. Accounts are subject to a $250 minimum annual fee.