Liberty Solutions Advisors offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. Liberty Solutions Advisors generally invests in mutual funds, fixed income securities, real estate funds, equities, hedge funds, private equity funds, ETFs, treasury inflation protected/inflation linked bonds, non-U.S. securities, venture capital funds and private placements. Clients can place restrictions on investments based on their values, but Liberty Solutions Advisors may terminate the relationship if the restrictions hinder their ability to properly service the account.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. Qualified clients can pay a performance-based fee of 20% of capital appreciation instead of the annual portfolio management fee.