Liberty Square Wealth Partners provides customized wealth management and financial planning solutions for individuals, families, businesses, trusts, estates, and charitable organizations. Liberty Square works closely with clients to understand their financial goals, risk tolerance, and personal situation before constructing tailored investment portfolios using exchange-traded funds, mutual funds, individual stocks, and individual bonds. In addition to ongoing portfolio oversight, Liberty Square offers standalone financial planning and retirement plan advisory services for company retirement plans. The firm operates as a registered investment advisor and acts in your best interest as a fiduciary.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.50% to 1.50% annually based on the market value of assets under management. Fees are negotiable at the sole discretion of the firm.