Liberty Private Client, LLC

View SEC Summary

Assets Under Management

$246.9M

Number of Clients

111

Number of Advisors

N/A

Average Client AUM

$2.2M

AUM per Advisor

N/A

Compensation

Fee-Only (AUM)

About This Firm

Liberty Private Client, LLC is a fee-only RIA specializing in investment management services. They tailor portfolios to individual client circumstances, emphasizing asset allocation and security selection using various investment instruments. The firm manages accounts on a discretionary basis.

Fee Structure

Minimum Investment:$500K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $2.0M	1.00%
$2.0M - $5.0M	0.75%
$5M+	0.75%

Fees on assets over $5 million are subject to negotiation.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Areas of Practice

Investment Management

Location

5237 Summerlin Commons Blvd, #319, Fort Myers, FL, 33907

0 Advisors at this firm

No advisors found for this firm.