Liberty Wealth Management offers financial planning and investment management services. For investment management, they may recommend unaffiliated investment managers or platforms through SEI Private Trust Company. Liberty Wealth Management performs oversight of these managers. Financial planning covers areas like retirement, estate, and tax planning. Clients are not obligated to act on recommendations or use Liberty Wealth Management for transactions.
Fee Structure
Liberty Wealth Management may recommend independent managers through SEI Private Trust Company. The total fee for these services is 2.25% of your portfolio, which includes fees for SEI, the independent manager, and Liberty Wealth Management. Liberty Wealth Management's portion is 1.00%. You'll pay two fees if your assets are invested in mutual funds or ETFs: one to Liberty Wealth Management and one to the fund managers. Fees are negotiable.