Liberty Advisers offers investment management, financial consulting, and planning services. They work with individuals, families, business owners, and high-net-worth individuals. For investment management, Liberty can make trades for you or require your approval before each trade. They also offer financial planning services covering retirement, taxes, and estate planning. Liberty also holds educational events on financial planning topics.
Fee Structure
Liberty Advisers manages your investments for an annual fee based on the value of your portfolio, with a maximum fee of 2.0%. This fee is negotiable. For assets held away, such as defined contribution plan participant accounts, the maximum annual fee is 1.0%. Fees are billed monthly in advance. You can end the agreement with 30 days' written notice.