Liberton Financial, LLC offers investment management services to public investors. The firm constructs portfolios based on clients' short and long-term financial goals, trading stocks, bonds, and mutual funds. Liberton uses macro-economic conditions to trade high yield securities. Clients can view their accounts in real time and impose restrictions on certain securities.
Assets Under Management$90K
Clients7
Advisors1
Avg. per Client$13K
Avg. per Advisor$90K
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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