Liberty Atlantic Advisors offers ongoing investment management and financial planning services. For investment management, they make trades in your account without asking you each time. They typically invest in bonds, stocks, exchange traded funds, and alternative investments. Financial planning focuses on your overall financial situation, including investments, tax planning, retirement, and estate planning. They also offer sub-advisory services, where they hire another firm to manage your account.
Assets Under Management$190M
Clients137
Advisors4
Avg. per Client$1.4M
Avg. per Advisor$46M
Fee Structure
Minimum Investment:$700K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.45% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees are negotiable above $10,000,000. If a third-party advisor manages the account, an additional fee of 0.15% per annum is charged, not to exceed 3% in total.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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