Liberty One Wealth Advisors develops financial plans for clients and uses those plans to make appropriate investments. They tailor their advisory services to individual client needs, building investment allocation portfolios driven by client goals and needs. They primarily use Exchange-Traded Funds (ETFs) and may recommend third-party money managers for specific client needs. They also offer a wrap fee program.
Assets Under Management$180M
Clients236
Advisors5
Avg. per Client$760K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $15.0M | 0.70% |
| $15M+ | 0.70% |
Fees are negotiable for accounts over $15,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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