Liberated Financial provides financial planning and investment management services to individuals. Financial planning covers areas like money mindset, goal planning, spending, account organization, savings, debt, risk review, retirement, insurance, tax, and estate planning. For business owners, they also offer business coaching and succession planning. Investment management is offered on a discretionary basis.
Assets Under Management$1.4M
Clients13
Advisors1
Avg. per Client$110K
Avg. per Advisor$1.4M
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 | 1.25% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.65% |
| $5M+ | 0.55% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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