Liberty Wealth Management (LWM) provides investment management and financial planning services. LWM's services are offered through Adviser Representatives who collect financial information and recommend appropriate services. LWM offers investment management, financial planning, hourly consulting, and 529 college planning. LWM may recommend other professionals, but clients are not obligated to use them. LWM also utilizes third-party managers (TPM) for co-investment advice.
Assets Under Management$1.7B
Clients1,554
Advisors25
Avg. per Client$1.1M
Avg. per Advisor$69M
Fee Structure
Minimum Investment:$50K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees are negotiable under certain circumstances. LWM also offers a directly held mutual fund program through American Funds with fees ranging from 0.50% to 1.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
25 Advisors at this firm
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