Liberty One Investment Management is a registered investment advisor based in Libertyville, Illinois, offering portfolio management services to individuals, financial institutions, and exchange-traded funds. Liberty One builds diversified portfolios using stocks, exchange-traded funds, mutual funds, government and corporate bonds, certificates of deposit, and options. The firm offers both discretionary portfolio management—where Liberty One makes trades on your behalf based on your goals—and non-discretionary management, where your approval is required before any trade is made. In addition to managing accounts directly for high-net-worth clients, Liberty One provides model portfolios to other financial institutions and acts as the investment advisor for three exchange-traded funds. The firm's investment strategy focuses on long-term growth, fundamental analysis, and technical analysis to navigate market conditions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
Fees are negotiable based on assets under management, complexity of client goals, and level of services rendered.